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Pre-Purchase Activities
1. Determine the client’ s goals and desire for a real estate purchase
2. Schedule and conduct a purchase strategy session either in person or absentee
3. Connect the client with a Mortgage Broker, if financing, for pre-qualification
4. If paying cash, discuss how to prepare proof of funds letter
5. Provide an on-going market analysis throughout the entirety of the search process
6. Confirm showing appointments
7. Add client’ s information to the CGR database and set up customized property alerts
8. If traveling to the area, provide resources for accommodations in the area during their stay
9. Present and review detailed Buyer Origination Packet
10. Review the SC Broker Relationship form for signature
11. Review the Buyer Agency Agreement form for signature
12. Provide education on how to use Authentisign – our electronic signature program
13. Provide information on the area, communities, fees, taxes, insurance, flood zones, etc.
14. If the client has a home to sell, strategize, and counsel on timeframe of sale
15. If selling a home in another market area, help the client connect with a listing agent in our nationwide network of licensed real estate agents
16. Set up applicable community tours( multi-day stay-overs, golf club experience, etc.)
17. Identify properties that fit the client’ s needs
18. Preview selected properties
19. Create a comparative market analysis of select areas
20. If the client is an investment buyer, connect with rental agencies to interview
21. Provide dedicated responsiveness to the client 7 days a week
Property Property Tour Tour Preparation 22. Confirm properties to visit 23. Select, plan, and schedule tour
24. Register with new construction sales team, if applicable
25. Research and gather information about properties of interest
26. Set appointments for showings at each property
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27. Provide MLS sheets for clients
28. Visit properties, tour community, and provide supplemental information about the community
29. Provide resources such as maps, club membership information, and community guides
30. Engage with listing agents of properties visited, as needed
31. Research all comparable currently listed properties
32. Prepare“ comparable market analysis”( CMA) to establish market value
33. Explain professional offer strategy based on the interpretation of current market conditions
34. Determine if flood insurance is assumable
35. Obtain and review Property Disclosure with the buyer client
Offer Offer and and Negotiations Negotiations 36. Provide a review and explanation of Contract of Sale terms
37. Present Professional Services Form for selection of attorney and inspectors
38. Provide education about the inspection process
39. Write and present the offer to the listing agent
40. Review Flood Disclosure Form
41. Negotiate the best price and terms for client
42. Finalize and circulate all contract documents
43. Track and confirm the earnest money deposit( EMD)
44. Explain the Collins Group Realty( CGR) Closings Department
45. Transition the contract to the CGR Closings Department
Closings. Department Activities 46. Send the contract to the attorney
47. Send the contract to the lender, if applicable
48. Schedule all inspections of the property
49. Review all inspection reports and prepare a spreadsheet with all inspection action items
50. Review all inspection action items with the clients
51. Review the CL-100 with the client
52. Draft a repair request list
53. Present the repair request list to the listing agent
54. Negotiate repairs with the listing agent and sellers
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55. Arrange for required addenda to the purchase contract
56. Coordinate all inspections, repairs, and addenda with attorneys
57. Send addenda to the lender, if applicable
58. Track all contingency dates and deadlines
59. Track the loan process
60. Provide resources to help prepare for the move and transition
61. Provide information and instructions regarding utility providers
62. Gather repair invoices to provide to the client
63. Schedule a follow up inspection, if needed
64. Confirm the Closing date and time and notify all parties
65. Ensure all parties have all forms and information needed to close the sale in conjunction with the Closing attorney
66. Where applicable, ensure the buyer has been in contact with the POA for gate codes, transfer of ownership paperwork, etc., in conjunction with the Closing attorney
67. Review the settlement statement, verify for accuracy, and send to the buyer’ s agent and purchaser in conjunction with the Closing attorney
68. Review logistics of the Closing, either in-person or remote, including wiring of funds
Agent Agent Activities Activities from from Contract-To-Close Thru Closing Process
69. Track contingency dates and deadlines
70. Provide resources and community recommendations to assist with preparing for the move and transition
71. Schedule and conduct final walkthru prior to Closing
72. Explain the Closing process, including when keys will be transferred
73. Review draft of Settlement Statement
74. Attend the Closing if in person
75. Deliver property keys to the purchaser
Follow Follow Up After Up After Closing Closing
76. Answer all questions to ensure a smooth transition to the new home and community
77. Assist with the resolution of any repair issues
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78. Follow up on any activities required after Closing that may or may not involve money held in escrow
Unique Unique CGR CGR Services Services
79. Fully available and active Broker-in-Charge
80. Strategic Advisor 81. Listings Department( dedicated) 82. Success Manager 83. Client Concierge 84. Team Support Specialist
85. Interior Design Specialist on Staff, for hire
86. Closings Department 87. Vetted Service Providers 88. Vendor Toolbox
89. CGR Community Vehicles( complimentary moving trucks available to clients)
90. Professional Selection Services Form
91. Lowcountry Insider’ s Guide 92. First Time Homebuyers Guide
93. Comprehensive Community Information
94. National Referral Network 95. Client for Life Program
Client Client For Life for Life Program Program
96. Settlement Statement provided for tax purposes
97. Annual Pie Day 98. Special client events 99. Monthly Enewsletter 100. Ongoing market reports 101. Notary services 102. Continued E-alerts 103. Property Valuation Tool
Ongoing Ongoing Duties Duties of a Professional oxxxxxxxf Buyer a sional Specialist Buyers
104. Continuing education
105. Attend weekly sales / training meetings
106. Attend regional / national real estate conferences
107. Select involvement with the local realtor association and the MLS
108. Relationship building with cooperating agents
109. Foster local business-to-business relationships
110. Follow real estate trends and news
111. Preview and maintain knowledge of inventory on the market
Buyer Clients | 7
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