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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
