​

1. Call or text to set up first meeting — either coffee or at a property of interest.

2. Conduct a thorough buyer consultation to understand your needs, wants, and budget.

3. Offer insight into current housing market conditions.

4. Educate you about the home buying process.

5. Explain different financing options.

6. Help you understand different property types (condos, townhouses, etc.).

7. Set up a custom automated home search based on your criteria.

8. Provide access to off-market listings when possible.

9. Cross-check MLS listings daily.

10. Advise on how to handle bidding wars.

11. Organize and schedule property viewings.

12. Provide a list of reputable loan officers for pre-qualification or connect with your preferred lender.

13. Assist with mortgage pre-approval.

14. Provide clarification on offer documents.

15. Advise you on offer strategies.

16. Draft offers and review all paperwork.

17. Provide market analysis for homes of interest.

18. Provide community information (schools, parks, amenities).

19. Negotiate offers to secure the best deal and terms.

20. Update you regularly on offer status.

21. Offer insight into potential zoning issues.

22. Help evaluate property investment values.

23. Discuss resale implications of homes being considered.

24. Address concerns about a property’s history.

25. Communicate next steps once sale is pending.

26. Coordinate with title companies to open escrow.

27. Monitor the escrow process and ensure compliance from all parties.

28. Have our Transaction Coordinator, Theresa David, send sales documents to your lender.

29. Provide instructions for earnest money delivery.

30. Organize home inspections and attend them.

31. Review the preliminary title report with you.

32. Provide purchase timelines and follow up on contractual deadlines.

33. Regularly check in with title companies and lenders.

34. Offer referrals for home insurance providers.

35. Recommend quality local contractors for potential improvements.

36. Review and explain closing costs and fees.

37. Help you understand HOA details, if applicable.

38. Assist in utility transfers with a list of local providers.

39. Explain benefits and drawbacks of different types of ownership.

40. Ensure you are aware of all disclosure statements.

41. Guide you on the importance of title insurance.

42. Help interpret home inspection reports.

43. Aid in negotiating necessary repairs.

44. Discuss home warranty options.

45. Provide guidance on legal and tax implications (as appropriate).

46. Offer resources for moving and relocation services.

47. Clarify the importance of final property verification.

48. Represent your interests during the appraisal process.

49. Counsel on future marketability of properties.

50. Aid in deciphering loan estimates and terms.

51. Facilitate communication between all parties involved.

52. Handle potential conflicts or issues during purchase.

53. Connect you with interior designers or stagers for future remodeling.

54. Monitor the escrow process and ensure compliance from all parties.

55. Offer resources for understanding local property taxes.

56. Provide post-closing information and homeowner resources.

57. Provide post-closing information and homeowner resources.

58. Promote a long-term relationship for future real estate needs through annual and monthly Client Appreciation Events.
     

Remember, my role as a buyer’s agent is to be your advocate, guide, and expert consultant throughout the home-buying journey, ensuring every step is taken with your best interest in mind.