Originally posted by puzzledox:
What about the procedure with a buyer ?
1. get exlusive contract
2. ask questions
3. search for houses
4. show houses
5.
6.
7.
8...
9. get offer
10. deliver offer
11.
12...
13..
14 make appointment with inspector
15...
16..
For Buyers.
1. Get Lead
2. Make Contact
3. Determine Time Table
4. Set Automated Follow up via Email/Direct Mail
5. Follow Up
6. Discuss Financing
7. Confirm Time Table
8. Set Appointment
9. Buyer Consulatation
- Determine Motivation
- Confirm Financing Plans
- Discuss Property Requirement
10. Secure Buyer Agency Agreement
11. Secure Financing Pre-Approval (Buyer's Job)
12. Preview Properties (Agent's Job)
13. Discuss the best properties.
14. Show about 4 homes at a time.
- 10 Homes = Something Wrong
15. Get Disclosures
16. Complete CMA
17. Make Offer
18. Present Offer
19. Negotiate Contract
20. Arrange Inspections (Home, Pest)
21. Negotiate Repairs (if needed)
22. Arrange Appraisal w/Lender
23. Arrange for Insurance Inspections (if needed)
24. Confirm Insurance Binder w/Lender and Buyer
25. Get Clear to Close confirmation from lender
26. Schedule Closing Time
27. Get HUD-1 from Title Company
28. Go over the HUD-1 with Buyer
27. Complete Final Walk Through
28. Attend Closing
29. Check In Call
30. Pop By with House Warming Gifts (Wine, Gift Cards Etc.)
31. Ask for Referrals
32. Leave survey asking for testimonials and asking for referrals
33. Set up 30,90,180,365 day personal notes in calander
34. Set up monthly mailings for direct mail
35. Call once every four months... how are things... "Of everyone you know, who would you say is moving next? Can I have their number?"