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Buyer Lead Process
Buyer Lead Process
Do you have a buyer lead? Follow these steps to ensure your buyer gets the house of their dreams! 
27Questions
Buyer Lead Process
  • 1
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    Then recommend a lender, and help them get pre-approved.

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    Step 1. Call the lender and review their pre-approval/loan details.

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    Step 2. Before you put them in your car and drive them anywhere to see any house, have a meeting in your office. Using Zillow and Google maps, discuss the various areas/communities. Discuss features, price points and get an understanding of what they are looking for.

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    Step 4. Submit the executed offer to the lender.

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    Step 5. Submit the executed offer to the closing title company.

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    Step 6. Submit the dotloop file to the contracts department.

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    Step 7. Ensure the escrow deposit is delivered to the title company.

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    Step 8. Offer at least 3 inspection companies to your buyer.

    Also suggest/advise on pest control, pool, roof, etc. inspections too.

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    Step 9. Confirm receipt of the escrow deposit with the title company.

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    Step 10. Review all inspections with your buyer.

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    Step 11. Are any repairs needed in order to obtain the loan and/or insurance?

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    Step 12.Does the price/deposits be re-negotiated based on the findings of the inspection report?

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    Step 13. Follow up with the lender and confirm all is well post inspection report.

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    Step 14. Confirm your buyer has obtained homeowners insurance. Order the home warranty if applicable.

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    Step 15. Make a list of your contingency deadlines, and load them into your calendar to keep track.

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    Step 16. Find out when the appraisal will be and offer some comps.

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    Step 17. Confirm with the lender that the loan is moving through underwriting.

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    Step 18. Set your buyers closing date and time with the title company.

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    Step 19. Confirm that the loan package has been sent to title.

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    Step 20. Confirm the utilities are set to be transfered on the closing date.

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    Step 21. Schedule the final walk-through the day before closing.

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    Step 22. Closing day! Congrats =)

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    Step 23. Turn in closing statement and brokerage check to office.

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    Step 24. Market your "just sold" property.

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    Step 25. Follow up with your buyer regularly to stay top of mind. Be a resource.

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  • 28
    Just put in the best email and hit submit.
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