How does your Real Estate Agent Server you?
1. Schedule time to meet for a Strategy session
2. Prepare Guide & Educational Presentation
3. Meet and Discuss Goals and Non-Negotiables
4. Explain Agency Relationships
5. Discuss different types of financing options
6. Help find a mortgage lender
7. Obtain pre-approval letter from lender
8. Provide resources to research crime
in the neighborhoods, school ratings etc
9. Provide overview of current market conditions
10. Explain Company’s value
11. Discuss Earnest money deposit
12. Explain home inspection process
13. Educate about local neighborhoods
14. Discuss foreclosures and short sales
15. Explain school district effect on home values
16. Gather needs and wants of next home
17. Explain recording devices during showings
18. Learn all goals and make a plan
19. Create internal file records
20. Send homes with their criteria
21. Start showing homes as requested
22. Schedule & organize all showings
23. Gather showing instructions for each listing
24. Send showing schedule
25. Show up early and prepare first showing
26. Look for possible repair issues while showing
27. Gather feedback from each showing
28. Update when new homes hit the market
29. Share knowledge & insight about the homes
30. Guide through emotional journey
31. Listen & Learn at each showing
32. Keep records of all showings
33. Update listing appointments with feedback
34. Discuss homeowner’s association
35. Estimate expected utilities usage cost
36. Confirm water source & status
37. Discuss transferable warranties
38. Explain property appraisal process
39. Discuss multiple offers situations
40. Create practice offer to help prepare
41. Provide updated housing market data
42. Inform showing activity weekly
43. Update on any price drops
44. Find the right home
45. Listen to client’s needs
46.Determine property inclusions & exclusions
47.Prepare sales contract when ready
48.Educate on sales contract options
49.Determine need for lead based paint disclosure
50.Explain home warranty options
51.Update pre-approval letter with each new offer
52.Discuss loan objection deadlines
53.Choose a closing date
54.Verify listing data is correct
55.Review comps to determine value
56.Prepare & submit offer to listing agent
57.Negotiate offer with listing agent
58.Execute sales contract and disclosures
59.Once under contract send to Escrow Company
60.Coordinate Earnest money wire transfer
61.Deliver copies to mortgage lender
62.Obtain copy of seller disclosures
63.Delivery copies of contract/addendum
64.Obtain a copy of HOA bylaws
65.Keep track of copies for office file
66.Coordinate inspections
67.Meet home inspector at property
68.Review home inspection
69.Negotiate inspection objectives
70.Get all agreed upon repair items in writing
71.Verify all existing lease agreements
72.Check in with lender to verify load status
73.Check on appraisal date
74.Negotiate any unsatisfactory appraisals
75.Coordinate closing time and location
76.Make sure all documents are fully signed
77.Verify escrow company has everything needed
78.Reminder to schedule utilities transfer
79.Make sure all parties are notified of closing time
80.Solve any title problems before closing
81.Receive and review and closing documents
82.Review closing figures
83.Confirm repairs have been made by sellers
84.Perform final walk through
85.Resolve any last-minute issues
86.Get CDA signed by brokerage
87.Attend closing
88.Provide home warranty paperwork
89.Facilitate transfer of keys and accessories
90.Close out file
And more.....call and see what we can do for you!!! 904-878-8560 Ask for Steve Judd or Bill Elliott
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"My job is to find and attract mastery-based agents to the office, protect the culture, and make sure everyone is happy! "