PRIOR TO FINDING A HOUSE
Listen to your goals and advise you on specific ways to meet them in today’s market.
Educate buyer as to today’s market conditions.
Provide names of lenders who are reputable, competitive, and creative.
Provide a list of questions to ask when shopping for lenders.
Review good faith estimates and help compare costs and monthly payments, as requested.
Contact lender to see how strong the file is.
Explain the home buying process from start to finish.
Provide out of town buyers with a relocation buyer’s guide.
Send them city funnel and youtube channel to help educate them about the area and the buyer process.
Send a text requesting their buyer purchase preferences: must haves, bonuses and no way's list.
Use criteria from text to create a Cloudstream for them in the MLS to create a search that meets their criteria (www.app.cloudstreams.net).
Set it up in the MLS to allow other real estate agents to see your home preferences for reverse prospecting.
Send client exclusive agency agreement through Docusign to get it signed by them
Arrange to have a licensed agent work with you to view houses when we are out of town or unavailable. (leverage Showami when needed)
Preview all of their interested properties to see if they would be desirable based on client's needs.
Call listing agents on properties of interest to ensure properties are available prior to showing.
Make appointments to see homes in an efficient manner at times convenient to you.
Print out Home Touring Checklists to take with us for home tours. (in Buyer Information folder on desktop)
Arrive on time to appointments and showings.
Provide access to properties for sale at times convenient to you.
Discuss resale potential of houses of interest.
Provide flashlight and measuring tape if needed when viewing houses.
Look carefully at properties which we tour to point out details which may be overlooked.
Provide our objective and honest opinion to all questions.
Network with agents to get leads on new listings which might fit your needs.
Carefully guard confidential information about you and your position from the agent on the other side of the transaction.
If requested, provide information on dispute resolution process used in real estate transactions.
Keep informed about the areas in which you are looking.
Provide “neighborhood orientation” tours for relocating buyers.
Show you amenities found in neighborhoods of interest (restaurants, community centers, etc.).
Provide information on inspection options.
Provide a list of home inspectors who have received high marks from previous buyers for home inspection.
KEEPING MYSELF UPDATED
Pursue continuing education yearly to obtain the latest information and fine tune my skills.
Attend webinar and zoom meetings to keep up on latest market, industry and marketing strategies information.
Carry Error and Omission insurance to help protect you from human error.
Attend seminars on current topics and real estate related information.
Carry business coverage on our automobiles.
Continuously updating my knowledge on latest technology to better serve my clients.
AFTER IDENTIFYING A HOUSE OF INTEREST
Pull tax records on properties of interest.
Pull permits on file for properties of interest.
Provide resources for information on school performance of property's school district.
Confirm with city that the property is on a sewer, if needed.
Help to inform client of standard procedures or practices when submitting offers in the current market.
Discuss standard contingencies when purchasing a home.
Provide information on price appreciation in the defined areas over the last year and 5 years.
Provide you with specific market data for property of interest (i.e.: comparable sales, average days on market, what the seller paid for property and when, current mortgage information).
Help to determine the value of a property prior to your making an offer.
Call listing agent and ask critical questions with "before writing offers" document, in Buyer Information folder.
Provide information to you on seller, whatever may have been accessible from discussion with listing agent.
Use purchase agreement forms drafted and continually updated by Association of Realtors.
Write offer for client by checklisting all strategies found in How To Write Strong Offers" document in Buyer Information folder.
Draft offer with agreed upon terms with buyer.
Provide assistance in reviewing agreement and nonstandard forms which may need to be signed.
Get together presentation and submission of offer for listing agent to present to seller.
Create buyer cover letter to submit with offer (in Buyer folder in Client Folders in Bookmarks).
Attach Buyer Offer Cover Letter in my Google Drive in the email that summarizes the offer and let them know in the written text that there is a cover letter that summarizes things for them. (in canva)
Attach Proof of funds (for EMD) and approval letter to email submission as well as addendum for Rent back for up to 30 days.
CC lender on offers so she can call listing agent and follow up with them about buyers offer as well.
Submit offer to listing agent by using buyer template email in gmail folder.
Present offer in a timely manner within 3 hours of writing.
Follow up with listing agent to see where the seller is with the offer.
Follow up on client questions about property and report back promptly.
AFTER OFFER IS ACCEPTED
(NEW CONSTRUCTION) Create a file for a new construction hime in transaction management software and upload all files. The price of the home is the base price, not the price including upgrades.
(NEW CONSTRUCTION) Complete Builder and Contract Review for client.
Create a folder in my email accounts (homesalesbyandre@gmail.com and aeastman7171@gmail.com) to place all email concerning the transaction.
Hire a TC and have them create a file for new transaction.
Make sure EMD is sent to escrow.
Make appointments for home inspections (home, pest, roof).
Give client my Utility Connect link to help with their move (www.utilityconnect.net/andreeastman)
Attend home inspection and any other necessary inspections.
Review inspection report and help client prioritize items.
Negotiate your position strongly and effectively from results found in the inspection report.
Thoroughly read all disclosures provided by seller and help identify potential red flags.
Read all contracts to help identify potential red flags.
Put the home inspection report in context for the seller and listing agent, and help them understand our requests for repairs.
Provide names and numbers of reputable contractors for bids or information.
Provide property access to contractors to get bids on repairs if necessary.
Work with the lender to order the appraisal.
Call lender on a regular basis to make sure the loan process is going smoothly.
Attend appraisal, as needed.
Provide information to appraiser as needed.
Deliver/email all paperwork and information quickly to all parties.
Order a preliminary title search, as needed.
Review preliminary title report with you and help identify any red flags.
Respond to your needs and questions in a timely manner.
Make sure all documentation gets reviewed and signed by both myself and the buyer.
Use GLIDE app in Realtor folder on phone to do Agent Visual Inspection Report, also verify request repairs were completed.
Coordinate access to property by contractors prior to closing, as needed.
Research areas of your concern as a buyer, as needed.
Coordinate re-inspection of repairs by lender if necessary.
Make sure client has gotten homeowners insurance or hazard insurance to safisfy lender.
Review closing statement to make sure it’s accurate and correct.
Perform final walk through inspections with client to verify conditions of sale are met.
Provide measurements of rooms for planning furniture, etc.
3 days before taking possession of the home, arrange to get keys, garage door openers, gate openers, etc.
3 days before closing make sure closing disclosure from lender has been sent to buyer.
Review closing disclosure with buyer so that all terms are familiar.
1-2 days before closing make sure final closing dislcosure from escrow has been signed and sent back to escrow.
Coordinate appointments to sign final documents.
Upload final closing settlement statement to transaction file.
Upload copies of all commission checks to transaction file.
Maintain a file with my broker with all pertinent information, should there be a need for copies in the future.
(NEW CONSTRUCTION) Follow up to make sure client has homeowners or hazard insurance for lending purposes.
(NEW CONSTRUCTION) Do new construction home walkthrough with client.
(NEW CONSTRUCTION) Complete broker demand paperwork for escrow officer, then send it to ca.sign@exprealty.net with DOCHUB to sign it.
Put escrow officer on copy, if requested.
(NEW CONSTRUCTION) Upload proof of "Fit and Finish" home warranty to transaction file.
(NEW CONSTRUCTION) Complete verification of property condition form, upload to transaction file.