Workflow Templates: Buyer Consultation Checklist

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Buyer Consultation Checklist

Pre-Consultation Preparation

Review client's pre-appointment questionnaire to understand their needs and preferences

Prepare a list of current market conditions and recent comparable sales

Gather all necessary documents, such as buyer's guides, agency disclosure forms, and pre-approval letters

Consultation Meeting

Discuss the home buying process and timeline to set realistic expectations

Explain the importance of getting pre-approved for a mortgage and provide lender recommendations if needed

Identify the client's must-haves, nice-to-haves, and deal-breakers for their new home

Property Search and Visits

Set up an automated search in the MLS system based on the client's criteria

Schedule and conduct property showings, providing insights and feedback on each listing

Advise on the pros and cons of different properties and neighborhoods

Offer and Negotiations

Explain the components of an offer and assist in determining a competitive offer price

Present the offer to the seller's agent and negotiate terms on the client's behalf

Guide the client through the contingencies and any required negotiations after the home inspection

Closing Process

Coordinate with the client's mortgage lender to ensure financing is in place

Review the closing disclosure with the client and confirm all financial details are correct

Attend the final walk-through and closing appointment to ensure a smooth transfer of the property

Post-Closing

Provide a list of recommended contractors for any needed repairs or improvements

Remind the client to complete address changes and set up utilities in their name

Follow up with the client to ensure they are satisfied and ask for referrals

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