[CLIENT NAME]
YOUR CLIENT PORTAL
Initial Meeting
Getting to know you and your home buying goals
Sign Buyer Broker Agreement
In it, we agree to the agent’s commission as well as the type and length of the agreement.
Pre-Approval
Before any showings, get preapproved for a home loan by a preferred lender. This will tell you the price point of your future home.
The Steps to Closing
1. The Search


Making an Offer
We will be communicating frequently during this process. There are many aspects of offers that need to be discussed, like: Offer Amount, Earnest Money Amount, Title Company, Closing Date, Contingency
Offer Accepted
Earnest Money Deposited at Title Company
We will get a receipt for the Earnest Money from the Title Company.
2. The Offer


Inspections Happen
It is common/standard for buyers to have get Home Inspector, Termite Inspector, & Surveyor/Mortgage Inspection Report. I’ll schedule any desired inspections.
(Other typical inspections include: Roof, Foundation, Mold)
TRR's (Treatments, Replacements, or Repairs)
Based on what is revealed from inspections, we may ask for things to be fixed. You could (1) negotiate a sales drop or (2) Ask for seller concessions
3. Inspections


Review Closing and Financing Information
Your lender and the Title company will present documents a few days before closing. Ensure all the numbers are good.
Transfer Utilities / Mailing
4. Pre-Closing


Signing at the Title Company
We'll meet at the Title Company, sign papers, and get your keys!
Move In!
Welcome to your new home!
5. Closing

