BUYER TRANSACTION CHECKLIST Client Name: Property Address:
NEW LEAD ACTIVITIES: Add contact to phone Add contact to CRM Add contact to applicable marketing lists on the CRM Add contact to Hot List Send a personal note PRE-SEARCH ACTIVITIES: Buyer interview meeting/call Create Buyer Presentation in ToolKit CMA Deliver/Mail Buyer Presentation Setup Property Search in FMLS Send Mortgage Professionals Create Buyer Appfile Sign Exclusive Buyer Brokerage Engagement Agreement in Appfiles. Including: • Affiliated Business Arrangement Disclosure • Anti-Fraud Disclosure Statement • Protect Yourself When Buying a Home SEARCH ACTIVITIES: Showings (schedule through Showingtime) Print/Email itenerary Print out Buyer Full Write and negotiate the Purchase and Sale Agreement in Appfiles CONTRACT TO CLOSE ACTIVITIES: Turn binding contract into office via Appfiles Complete the DPN in Appfiles Send Binding Contract and “Next Steps and Important Dates” email to Buyer Send the Binding Contract to Attorney and Lender Add important dates to your calendar Confirm Buyer has deposited/turned in Earnest Money Assist Buyer in scheduling inspections, survey and any other vendors Negotiate and create ATAC in Appfiles Send all Amendments to Closing Attorney and Lender Complete Instructions to Closing Attorney in Appfiles and send to Closing Attorney
BUYER TRANSACTION CHECKLIST CONTINUED
CONTRACT TO CLOSE ACTIVITIES, CONTINUED Schedule Pre-Closing Walkthrough Send Buyer “Pre-Closing” email with wire fraud warning, directions to closing, date/time Order Closing gift Confirm clear title with Closing Attorney Confirm CD has been received and acknowledged (3 business days prior to closing) Confirm Buyer has sent Wire to Closing Attorney Attend Pre-Closing Walkthrough Attend Closing POST CLOSING ACTIVITIES: Upload Final Settlement Statement to Appfiles and notify office Turn in commission check to office if it was not wired Post SOLD/Closed on Social Media Send thank you card in mail Send email requesting reviews Send thank you to referral source Change Buyer’s mailing address in CRM Add home anniversary date in the CRM Schedule 1 year home anniversary email in CRM