50 Things I Do as a Buyer’s Agent

50 Things I Do as a Buyer’s Agent to Ensure a Successful Transaction

1. We will meet for a buyer consultation for overview and to plan strategy.
2. Align on the best communication plan throughout the entire process.
3. Encourage you to reach out to a lender for pre-approval and provide recommended local lenders (at least 3) if requested.
4. Collect market data and recent comparables in neighborhoods you’re interested in.
5. Provide insights on property types, neighborhoods, and pricing trends.
6. If necessary, I will research off-market opportunities for you to find additional suitable inventory.
7. Create a ‘Collection’ so you’re aware of listings that fit your criteria.
8. Select properties and set up tours to show you based on your criteria.
9. Accompany you to open houses to show you the most important aspects to look at in a home.
10. Accommodate multiple viewings and private appointments.
11. Request disclosure packages, analyze inspection reports, review seller disclosures together with you and explain what they mean.
12. Attend broker tours on your behalf to view other available properties on the market.
13. Stay connected to local buyers, sellers, and other agents to maintain a constant view of what drives the market.
14. Reach out to agents with similar listings to understand traffic and buyer demand.
15. Provide objective advice and help you evaluate the pros and cons of different properties.
16. Prepare a Comparative Market Analysis (CMA) for any home you are considering purchasing.
17. Understand the current condition of the property for negotiation purposes with the assistance of experts.
18. Advise you on potential offer strategies that reflect current market conditions.
19. Prepare and review the Residential Purchase Agreement line-by-line with you to make sure you understand all facets of your offer to purchase.
20. Review all transaction documents with you in advance of writing any offer.
21. Educate on competitiveness of offer, including advisement on any contingency removals.
22. Coordinate additional access to the property, if necessary.
23. Join you while you meet with experts about desired improvements including landscaping, painting, fixture updates, minor and major renovations, etc.
24. If requested, recommend at least three vendors to you on your specific request.
25. Maintain consistent communication to provide market updates.
26. Monitor any changes in the market to refine offer strategy and make needed updates (revising price, terms, etc.) accordingly.
27. Explain the offer process, timeline, and recommended preparation.
28. Align on offer strategy and prepare the offer on your behalf.
29. Maintain constant communication and relationship with listing agents to whom we may be submitting an offer.
30. Prioritize your offer dates and drop everything to make sure your offer is submitted on time and that the listing agent is aware of you and your offer.
31. Advise and strategize with you on counteroffer response.
32. Negotiate terms as needed with the listing broker and seller in writing.
33. Coordinate all DocuSign envelopes.
34. Facilitate deposit of earnest money and down payments.
35. Introduce you to your escrow officer once we are in contract and help you confirm wire instructions.
36. Create and execute closing timeline and transaction review.
37. Inform lender of signed contract and timeline.
38. Meet appraiser at property with comps to ensure appraisal comes back at value.
39. Coordinate and confirm any inspections during escrow.
40. Coordinate and confirm appraisal has been received.
41. Confirm loan approval is moving in a timely fashion and we are meeting deadlines.
42. Coordinate final walk-through and address issues that may arise by communicating with the seller’s agent.
43. Introduce you to Home Warranty vendors if necessary.
44. Remind you to order homeowners insurance and set up utilities, providing insurance providers if necessary
45. Review Final Buyer’s Settlement statement with you to confirm final closing costs.
46. Help facilitate your signing with a mobile notary and be available for any last-minute changes or questions.
47. Stay in close touch with escrow officer to confirm lender funding and recording of the deed.
48. Inform all parties when we are on record and officially closed.
49. Deliver you the keys and property access.
50. Continue to check in post-closing to ensure a smooth move-in, answer questions that come up, and provide vendors if necessary.