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Onboarding Checklist: Real Estate Client (Buyer)

Real Estate Client (Buyer) Checklist

• GATHER CONTACT INFORMATION/FIRST STEPS

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• Name

  See description

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• Address

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• Best contact information

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• Create welcome packet

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• Send out welcome packet and necessary documents

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• Ask for a pre-approval letter (if needed)

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• Recieve pre-approval letter (if needed)

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• GENERAL BUYER QUESTIONS TO ASK BUYER

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• Are you selling a property as part of this process?

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• Do you currently rent or own?

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• Are there any additional buyers?

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• When would you like to move?

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• Area interested in?

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• Style of home?

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• Price range?

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• Number of bedrooms?

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• Number of bathrooms?

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• Square feet?

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• Wish list items?

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• Absolute nos?

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• NEXT STEPS

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• Research MLS

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• Research private listings

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  How to do this task:

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• Create an email with potential homes (make sure homes meet criteria and wish list items)

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• Send an email with potential homes

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• Ask for feedback

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• Set up showings

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• Attend open houses

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• Regroup after each showing

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  How to do this task:

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• Search MLS for additional listings

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