Buyers May 30, 2024

90 essential things I do for my Buyers

90 essential thing I do for my Buyer clients:

  1. Conduct an in-depth needs analysis to understand your goals.
  2. Give an overview of the current real estate market conditions.
  3. Discuss your budget and financing options.
  4. Really listen to learn your preferences and dislikes.
  5. Provide my opinion and insights.
  6. Discuss the pros and cons of property types: condo, single family, multi-family, investment
  7. Explain the buying process step-by-step.
  8. Provide you with references from past clients.
  9. Address any questions or concerns you may have.
  10. Develop a customized home search plan tailored to your criteria.
  11. Discuss renting vs. buying to help you make an informed decision.
  12. Explain that the Realtors commissions are paid by the Sellers.
  13. Loyalty – put your interest ahead of all others, including my own.
  14. Promptly return your texts, emails, and phone calls.
  15. After-hours and weekend availability to clients.
  16. Keep confidential your personal and financial information.
  17. Connect you with reputable mortgage lenders.
  18. Assist with mortgage pre-approval.
  19. Review different loan programs and options.
  20. Explain closing costs and fees.
  21. Provide strategies to improve your credit score.
  22. Set up personalized property alerts.
  23. Research and present potential homes.
  24. Research “off market” opportunities.
  25. Provide listing information on all properties that you inquire about.
  26. Schedule and coordinate property viewings.
  27. Evaluate properties based on your preferences.
  28. Promptly convey price changes and status changes on properties of interest
  29. Offer insights into neighborhood amenities and schools.
  30. Provide market analysis for chosen areas.
  31. Attending open houses with you.
  32. Accompany you to all home showings.
  33. Explain the positive and negative features of all the homes that you are considering
  34. Offer suggestions on how to remedy undesirable aspects of a property.
  35. Give my opinion of a home’s condition
  36. Research past sales history on properties.
  37. Check if building permits were issued on present and past upgrades.
  38. Research the property’s public record information for lot size & dimensions.
  39. Research the property’s current use and zoning.
  40. Verify legal owner’s names from public property records.
  41. Research if there is a Mello-Roos tax assessed against the land.
  42. Ensure the property meets your standards.
  43. Analyze recent comparable sales.
  44. Advise on offer price and terms.
  45. Discuss strategies for making and negotiating an offer.
  46. Explain the availability of an optional home warranty.
  47. Solicit information from Seller’s Agent (other offers, seller’s situation, price flexibility etc.)
  48. Identify and discuss the Seller’s negotiating strengths and weaknesses.
  49. Identify and discuss your negotiating strengths and weaknesses.
  50. Prepare and submit the purchase offer.
  51. Negotiate with the seller’s agent constantly.
  52. Advocate for your best interests.
  53. Manage counteroffers effectively.
  54. Review the Seller’s Property Disclosures, title documents & easements with you.
  55. Ensure all paperwork is completed accurately.
  56. Deliver to you a fully-executed Purchase Agreement.
  57. Provide emotional support throughout the entire transaction.
  58. Coordinate with you and the escrow company to smoothly open escrow.
  59. Explain the home inspection process and how condition issues are typically dealt with.
  60. Work with you to determine what inspections are required (physical, termite, sewer, chimney, pool, etc).
  61. Recommend trusted home inspectors.
  62. Coordinate home inspection appointments.
  63. Be present for your home inspection.
  64. Review inspection reports with you.
  65. Negotiate repairs or credits with the seller.
  66. Schedule and attend follow-up inspections, if needed.
  67. Request and prepare any addendum and/or extension.
  68. Advise you on, and protect you with, a properly specified loan contingency.
  69. Obtain condo rules, certificates, budgets, financial statements, and other condo docs.
  70. Verify Condo Association Fees and provide contact information for the property manager.
  71. Work to ensure that any tenancies, leases, and rental deposits are disclosed and properly managed.
  72. Monitor deadlines leading up to closing.
  73. Confirm that you have obtained homeowner’s insurance.
  74. Contact the lender as needed to ensure loan processing is on track.
  75. Ensure all documents are signed and finalized.
  76. Work with the seller’s agent to ensure that the appliances and other things you want are included in the sale.
  77. Work with the title company to ensure a clear title.
  78. Coordinate with your lender for final loan approval.
  79. Schedule the final walkthrough.
  80. attend the final walkthrough with you.
  81. Address any last-minute issues.
  82. Confirm that funds are properly transferred.
  83. Request a copy of the closing statement from escrow.
  84. Receive & carefully review closing figures to ensure accuracy.
  85. Attending your closing with you and hand over the keys to your new home.
  86. Offer support and advice even after the sale is completed.
  87. Assist with any post-sale issues or questions.
  88. Keep you updated on market trends.
  89. Offer annual home valuation reports.
  90. Provide an annual equity report for your property every year.