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Consulting Buyer Checklist
- Legal name
- Email address
- Best phone number to reach you
- Current mailing address
- Was there someone who referred you to me?
- Why do you want to buy a house?
- What property are you looking for? Primary Residence, Second/Vacation Home, Investment Property?
- What type of property are you looking for? Single-family home, Apartment?
- How many bedrooms are you looking for?
- How many bathrooms are you looking for?
- What property condition(s) are you looking for? New construction, Move-in ready, Others?
- Are there any specific neighborhoods you are interested
- exploring?
- Are school rates important to you?
- Have you already been pre-approved for a mortgage? If so, by which company?
- What price range are you looking in?
- How much of a down payment are you considering?
Listing Presentation
Over the Phone Questionnaire
- What is the full property address of the property?
- Name of Seller (s)
- Phone Number (s)
- Are you currently living at home?
- How did you hear about us?
- Are you speaking to any other brokers?
- Why are you selling your home?
- Where are you moving?
- What are the top three most important things to you? (price, timing, convenience or others)
Before Presentation Day
- Research the home’s listing history (when did it last sell, what did it sell for, have they put it on the market before, what was it listed for, etc.)
- Prepare a CMA Report of comparable homes in the area
At Presentation Day
- Dress Professionally.
- Arrive on time.
- Bring a small gift (i.e. branded candle, tote bag, pen, mug etc.)
- Prepare to take notes of listing preparation that will potentially need to be done before listing, i.e. staging, painting, etc.
- Ask open-ended questions and check in with your potential seller throughout your conversation.
- Listen to your potential seller client and be prepared to suggest solutions to common concerns.
- Did you make any improvements to the home/are there any special features or upgrades?
- What do you love most about your home?
- How much do you owe on the property? I.e. mortgages, liens, etc.
- What do you envision listing the home for? How did you arrive at this price?
- When do you want to list your home?
- What are your top questions/concerns you'd like to address about the process or working together?
- Don't forget to end your meeting by walking your potential seller through next steps.
Open House Checklist
Before Open House Preparation
- Be professional. Dress well and drive the best car. If you drive a luxury car, park right on the driveway with front facing out.
- Let Music enrich the house. Take portable speakers and class music in your bag.
- Show the buyer the direction. Take Open House sign and put them in the right places
- Lighting up the house. Turn on all lights, open all window curtains or blinds to let nature light in.
- Final Clean up. Make sure all toilet paper folded nicely, all trash cans gone or empty and clean. Hide away all personal belongings.
- Bring sweat and drinks. Everyone loves candy in the deep subconscious. Rewarding the potential buyers and agents could be a big plus to your listing.
- Put marketing materials in the right place. Place Business card, material sheet, highlights and area maps/neighborhood information.
- Open the front door. Make sure the entry is clear and welcome.
- Bring other small stuff. Notepads, pens, napkins, water bottles, tape, hand sanitizer, trash bags etc.
During Open House
- Keep smiling and welcome everyone to step in the door. Act as you are the host of an event.
- Introduce yourself and be active. Especially if the guests are coming without their agents or the neighbors to check up the market, offer them to tour the house and accompany them when possible.
- Sign the attendees to the sign-in sheet. It would be a nice source for the current listing as well as your future marketing database.
- Offer business cards to people who engage and ask questions.
- Always ask for feedback on the property and open house to share back with your seller. What they like and what they dislike.
After Open House
- Clean up and revert all changes. Take all things you bring to the open house including the open house sign. Clean up the place, turn off lights, close all windows, doors and make sure the front door is properly locked.
- Feedback to the seller(s). Keep the seller(s) updated about the open house situation such as how many visitors, how many visitors showed strong interest.
- Follow up the open house broker attendees. Email or send short messages to ask for feedback. Or call them one by one.
- Follow up buyer leads. Many times, there are buyers new to the market without any agent. Follow through those leads carefully and patiently, your effort has a high probability to be paid off.
