- Needs Analysis
- Analysis buyer’s wants and needs
- Help buyer develop clear picture of ideal home
- Pre-qualification or Pre-approval
- Guide buyer to loan officer
- Obtain pre-qualification or pre-approval
- Help choose best mortgage financing plan
- Neighborhood Information
- Create broad neighborhood search profile
- Provide list of target neighborhoods and related information
- Home Search
- Organize and schedule a home search process
- Ongoing updates, drive-by and showings of available homes
- Make an offer
- Compare homes and make decisions
- Advise on terms and issues of offer
- Fill out purchase offer contract
- Negotiating to Buy
- Present an offer
- Negotiate on buyer’s behalf
- Vendor Coordination
- Advise and supervise vendor selections
- Coordinate vendor services
- Pre-close preparation
- Coordinate and supervise document preparation
- Provide pre-closing consulting
- Closing
- Preview closing documents
- Resolve last-minute issues
- Complete transaction
- Post Closing
- Coordinate move-in
- Assist with post-closing issues