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clients checklist

1. Initial Consultation

Schedule an appointment to discuss client needs and preferences.

Review budget and financing options.

Discuss desired locations and property types.

Outline the timeline for buying or selling.

2. Property Search (For Buyers)

Create a list of must-have features in the property.

Research neighborhoods and local amenities.

Set up property alerts for new listings.

Schedule property viewings.

3. Market Analysis (For Sellers)

Conduct a comparative market analysis (CMA).

Determine the optimal listing price.

Discuss staging and repairs to enhance property appeal.

Prepare marketing materials and strategy.

4. Financing and Pre-Approval

Collect necessary financial documents (income, assets, debts).

Get pre-approved for a mortgage (if applicable).

Explore different mortgage options and terms.

5. Offer and Negotiation

Develop a competitive offer based on market analysis.

Review contingencies and terms of the offer.

Submit the offer to the seller.

Negotiate counter-offers as needed.

6. Due Diligence

Schedule a home inspection.

Review disclosures and property history.

Assess any potential repairs or concerns.

Confirm financing and mortgage details.

7. Closing Preparation

Review closing documents and terms.

Confirm closing date and location.

Arrange for homeowner's insurance (if buying).

Prepare funds for closing costs and down payment.

8. Closing Day

Attend the closing meeting.

Review and sign all necessary documents.

Transfer funds as agreed.

Receive keys and any relevant property information.

9. Post-Closing

Change utilities and address registration.

Conduct a final walkthrough of the property.

Keep all documents related to the transaction for future reference.

Consider a follow-up meeting to address any post-transaction questions.

This checklist can help ensure that clients are well-informed and organized throughout their real estate journey.

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