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Buyer Services

Initial Buyer Consultation

  • Discuss buyer’s goals and timeline
  • Go over the home buying process
  • Create a “must-have” and “want” list
  • Offer neighborhood and market area expert advise
  • Connect buyer with a reputable lender
  • Assist with the pre-approval process
  • Preview market activity
  • Prepare disclosures and broker documentation

Home Search

  • Prepare client’s custom home search Portal
  • Check the market daily for new and changed listings
  • Send the buyer relevant listings
  • Review and collect pertinent information on buyer-approved listings
  • Coordinate with buyer on upcoming showing appointments
  • Schedule and approve showing appointments
  • Create showing itinerary
  • Supervise each showing appointment
  • Ongoing effort to answer buyer’s questions, go over all options and offer professional advise
  • Collaborate with the buyer
  • Update buyer’s “must-have” and “want” list as needed

Prepare an Offer

  • Prepare a Comparative Market Analysis
  • Collect property disclosures, flood history, property archives, etc.
  • Contact the listing agent to determine seller’s goals and possible competing offers
  • Report to the buyer on all pertinent information
  • Collaborate with the buyer on a strategic offer
  • Prepare offer documentation
  • Update lender pre-approval letter as needed
  • Present the offer to the listing agent
  • Ongoing follow-up on offers
  • Execute contract

Under Contract

  • Send contract to title company and buyers’ lender
  • Schedule inspections
  • Oversee inspections
  • Negotiate repairs and other terms
  • Order survey, if applicable
  • Order home warranty, if applicable
  • Coordinate appraisal
  • Reconcile any possible title or appraisal issues
  • Schedule closing date and time
  • Obtain loan approval
  • Confirm “clear-to-close”
  • Verify accuracy of closing documents
  • Collect property keys, remote, warranties, etc.
  • Prepare buyer for moving in


  • Supervise closing
  • Deliver keys, remotes, warranties, etc.
  • Update MLS status
  • Order collection of yard sign and lockbox
  • Follow up with seller’s agent

After Closing

  • Follow up on any pending items
  • Thank the seller for their busin