Prepare all state and local disclosures to be signed by Buyers
Determine Buyer’s Wants and Needs
Review Financial qualifications
Advise on different Mortgage Finance options
Review Mortgage Finance Options with Lender
Determine, together with Buyers and Lender, desired price range
Perform market search to determine available properties suited for Buyers
Set up house viewing appointment with Buyers
Prepare and secure access to properties on the Home Tour List (set up appointments, pick up keys, arrange meeting listing broker for house access, Open Houses).
Prepare Buyer Flyers for all properties on the Home Tour List
Take Buyers on a personal Home Tour
Determine level of importance for each property special features
Get feed back from Buyers on each property
Discuss all the Pro’s and Con’s of each home
Have local information ready for Buyers (schools, transportation, shopping, and places of worship).
Fine tune the property search criteria for a follow up appointment
Keep Buyers informed of your search results and set up another personalized Home Tour until the desired Home is found
Fill out proper paperwork for a formal offer to be presented to the seller
Re confirm with Lender terms and conditions based on the chosen property
Present offer to Seller by emphasizing the qualities of the Buyers
Start the negotiation process
Finalize the negotiation process
Contact Attorneys and forward paperwork
Set up and attend engineer and termite inspections
Discuss and negotiate Engineer Report
Follow up with attorneys to secure a fully executed contract
Follow up with Listing Broker, Sellers, Buyers and attorneys to determine the status of the transaction and facilitate a smooth process
Arrange appointments with contractors and professionals if needed
Set up Appraisal Inspection
Meet the appraiser at the property and provide him with a list of comparable homes.
Keep Buyers and Sellers informed of the status of the transaction
Provide buyers with a moving checklist and a list of pertinent information(utilities names and phone numbers, local schools, local transportation, Town Assessors office, dates for tax grievance and STAR program application, local professionals – insurance agents, attorneys, accountants, doctors, etc).
Arrange andattend appointments for Cesspool, Oil Tank and Propane Certifications
Follow up with Lender regarding Mortgage Commitment
Follow up with Attorney for a Title Search Progress Report
Provide assistance in meeting conditions to facilitate Closing
Arrange and accompany Final Walk Through
Provide assistance to facilitate Utilities transfer
Attend the closing
Contactlisting broker for sign removal
Arrange a second Walk Through if Possession is later than title transfer
Arrange possession by key or appointment
Follow up with referring party if a Referral is applicable
Enroll Buyer in the Preferred Client Club
Enroll Buyer in any local promotional programs available
Send Thank You and/or CongratulationCard
Follow up with new Homeowners 30 days after the closing
Send “Happy Anniversary” note1 year later
Follow up by phone, mail and occasional visits and be their “Realtor for Life”
*Based on a 30-year fixed rate of 3.38% with 20% down. The estimated payment is offered for convenience and is not an offer of credit.
Due to market fluctuations, interest rates are subject to change at any time and without notice. Interest rates are also subject to credit and
property approval based on secondary market guidelines. The rates shown are based on average rates for our best qualified customers.
Your individual rate may vary. Rates may differ for FHA, VA or jumbo loans.