If the client was referred, send a thank-you note to the referral source.
2
Add to Buyer Pipeline
Add the client to the whiteboard and relevant databases (CRM).
3
Create FMLS Docs Session
Set up the required documentation in FMLS (or relevant platform).
Pre-Consultation
Send Pre-Consultation Packet
Email the client a pre-consultation packet with the necessary documents and resources. Include: The Homebuyer’s Guide Exclusive Buyer Brokerage Agreement Affiliated Business Disclosure Wire Fraud “Protect Yourself When Buying a Home” “What You Should Know About Lead-Based Paint” brochure
Send Pre-Consultation Video
Provide a link to a pre-consultation video explaining the home-buying process and what to expect during the consultation.
Buyer Consultation Appointment
1
Confirm Appointment
Ensure the buyer consultation appointment is scheduled and confirmed.
2
Prepare Discussion Materials
All documents sent in the pre-consultation packet for review, including the buyer's brokerage agreement.
Pre-Approval Process
Obtain Pre-Approval Letter
Request the client’s pre-approval letter from their lender. Or share recommendations for lender partner, their personal bank, credit union, guidance to share what is needed to buy with cash, hard money, etc.
Set Up Home Search Tools
Share the apps you use to search properties with your clients. Set up the MLSs, i.e. FMLS or GaMLS search for homes matching the client’s criteria.
Offer Process
Inspections & Appraisal
Order Inspections
Arrange for: Home inspection Termite inspection Any special inspections, as needed Survey (if applicable)
Negotiate Repairs
Negotiate any necessary repairs based on inspection results.
Order Appraisal
Ensure the lender orders the home appraisal.
Final Preparations Before Closing
1
Home Warranty
Order a home warranty for the client.
2
Confirm Closing Details
Verify the closing date, time, and location with the client, lender, and closing attorney.
3
Walkthrough
Schedule and complete the final walkthrough of the property.