- 1. Needs Analysis
- Analyze Buyer’s wants and needs.
- Help Buyer get clear picture of his/her ideal home.
- 2. Prequalification of Pre-approval
- Guide Buyer to loan officer.
- Obtain prequalification or pre-approval.
- Help choose best mortgage financing plan.
- 3. Neighborhood Information
- Create broad neighborhood search profile.
- Provide list of target neighborhood and related information for each.
- 4. Home Search
- Organize and schedule a home search process.
- Ongoing updates, drive-bys, and showings of available homes.
- 5. Make an Offer
- Compare homes and make decision.
- Advise on terms and issues of offer.
- Fill out purchase offer contract.
- 6. Negotiating to Buy
- Present the offer.
- Negotiate on Buyer’s behalf.
- 7. Vendor Coordination
- Advise and supervise vendor selections.
- Coordinate vendor services.
- 8. Pre-close Preparation
- Coordinate and supervise document preparation.
- Provide pre-closing consulting.
- 9. Closing
- Preview closing documents.
- Resolve last-minute issues.
- Complete transaction.
- 10. PostClosing
- Coordinate move-in.
- Assist with post-closing issues.
