90 essential thing I do for my Buyer clients:
- Conduct an in-depth needs analysis to understand your goals.
- Give an overview of the current real estate market conditions.
- Discuss your budget and financing options.
- Really listen to learn your preferences and dislikes.
- Provide my opinion and insights.
- Discuss the pros and cons of property types: condo, single family, multi-family, investment
- Explain the buying process step-by-step.
- Provide you with references from past clients.
- Address any questions or concerns you may have.
- Develop a customized home search plan tailored to your criteria.
- Discuss renting vs. buying to help you make an informed decision.
- Explain that the Realtors commissions are paid by the Sellers.
- Loyalty – put your interest ahead of all others, including my own.
- Promptly return your texts, emails, and phone calls.
- After-hours and weekend availability to clients.
- Keep confidential your personal and financial information.
- Connect you with reputable mortgage lenders.
- Assist with mortgage pre-approval.
- Review different loan programs and options.
- Explain closing costs and fees.
- Provide strategies to improve your credit score.
- Set up personalized property alerts.
- Research and present potential homes.
- Research “off market” opportunities.
- Provide listing information on all properties that you inquire about.
- Schedule and coordinate property viewings.
- Evaluate properties based on your preferences.
- Promptly convey price changes and status changes on properties of interest
- Offer insights into neighborhood amenities and schools.
- Provide market analysis for chosen areas.
- Attending open houses with you.
- Accompany you to all home showings.
- Explain the positive and negative features of all the homes that you are considering
- Offer suggestions on how to remedy undesirable aspects of a property.
- Give my opinion of a home’s condition
- Research past sales history on properties.
- Check if building permits were issued on present and past upgrades.
- Research the property’s public record information for lot size & dimensions.
- Research the property’s current use and zoning.
- Verify legal owner’s names from public property records.
- Research if there is a Mello-Roos tax assessed against the land.
- Ensure the property meets your standards.
- Analyze recent comparable sales.
- Advise on offer price and terms.
- Discuss strategies for making and negotiating an offer.
- Explain the availability of an optional home warranty.
- Solicit information from Seller’s Agent (other offers, seller’s situation, price flexibility etc.)
- Identify and discuss the Seller’s negotiating strengths and weaknesses.
- Identify and discuss your negotiating strengths and weaknesses.
- Prepare and submit the purchase offer.
- Negotiate with the seller’s agent constantly.
- Advocate for your best interests.
- Manage counteroffers effectively.
- Review the Seller’s Property Disclosures, title documents & easements with you.
- Ensure all paperwork is completed accurately.
- Deliver to you a fully-executed Purchase Agreement.
- Provide emotional support throughout the entire transaction.
- Coordinate with you and the escrow company to smoothly open escrow.
- Explain the home inspection process and how condition issues are typically dealt with.
- Work with you to determine what inspections are required (physical, termite, sewer, chimney, pool, etc).
- Recommend trusted home inspectors.
- Coordinate home inspection appointments.
- Be present for your home inspection.
- Review inspection reports with you.
- Negotiate repairs or credits with the seller.
- Schedule and attend follow-up inspections, if needed.
- Request and prepare any addendum and/or extension.
- Advise you on, and protect you with, a properly specified loan contingency.
- Obtain condo rules, certificates, budgets, financial statements, and other condo docs.
- Verify Condo Association Fees and provide contact information for the property manager.
- Work to ensure that any tenancies, leases, and rental deposits are disclosed and properly managed.
- Monitor deadlines leading up to closing.
- Confirm that you have obtained homeowner’s insurance.
- Contact the lender as needed to ensure loan processing is on track.
- Ensure all documents are signed and finalized.
- Work with the seller’s agent to ensure that the appliances and other things you want are included in the sale.
- Work with the title company to ensure a clear title.
- Coordinate with your lender for final loan approval.
- Schedule the final walkthrough.
- attend the final walkthrough with you.
- Address any last-minute issues.
- Confirm that funds are properly transferred.
- Request a copy of the closing statement from escrow.
- Receive & carefully review closing figures to ensure accuracy.
- Attending your closing with you and hand over the keys to your new home.
- Offer support and advice even after the sale is completed.
- Assist with any post-sale issues or questions.
- Keep you updated on market trends.
- Offer annual home valuation reports.
- Provide an annual equity report for your property every year.