by officialcheckli
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Onboarding Checklist: Real Estate Client (Buyer)

Real Estate Client (Buyer) Checklist

• GATHER CONTACT INFORMATION/FIRST STEPS

• Name

  See description

• Address

• Best contact information

• Create welcome packet

• Send out welcome packet and necessary documents

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

• Recieve pre-approval letter (if needed)

• GENERAL BUYER QUESTIONS TO ASK BUYER

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

• Do you currently rent or own?

• Are there any additional buyers?

• When would you like to move?

• Area interested in?

• Style of home?

• Price range?

• Number of bedrooms?

• Number of bathrooms?

• Square feet?

• Wish list items?

• Absolute nos?

• NEXT STEPS

• Research MLS

• Research private listings

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

• Send an email with potential homes

• Ask for feedback

• Set up showings

• Attend open houses

• Regroup after each showing

• Search MLS for additional listings

This checklist was created by officialcheckli

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