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Buyer Transaction Checklist
Prepare offer
Buyer signs agency disclosure and purchasing agreement\
Open Escrow
Inspect Property
Order Appraisal
Email home insurance contact info to buyer to obtain quote and setup with Escrow
Confirm Closing Date
Disclosures completed
Perform final Walk through
Final loan documents signed - noted and trust deed for loan
Close Escrow
Top Tips for unexpected extras
For Buyers:
For a home inspection, bring donuts for the morning or pizza for lunch because people get hungry,
After inspection and repairs are agreed to, give buyers some moving boxes and tape
When the house closes gift wrap front door.
Bring a home made dinner to buyers on move-in day.
For Sellers:
On moving day, bring some pizza
If the sellers have young kids, give them "The Berenstain Bears Moving Day
For Sellers moving out the area, bring them a travel kit with their favorite snacks, drinks and pet treats
When the house closes, put a ribbon on the door
Seller Transaction Checklist
Listing agreement and agency disclosure signed
Request documents from seller
Create new listing MLS and upload photos
Order Inspections
Vet any offers received and present to seller
Email Fully executed agreement to transaction coordinator
Confirm earnest money has been deposited
Ensure all documents are signed
Close of escrow and deed recorded
Congratulate seller and bring closing gift.
Essentials of a successful Listing presentation
1. Preparation
2. The Listing Appointment
3. Before you leave, Ask for the listing
Watch the video and find out more!
Buyer Transaction Checklist
Prepare offer
Buyer signs agency disclosure and purchasing agreement\
Open Escrow
Inspect Property
Order Appraisal
Email home insurance contact info to buyer to obtain quote and setup with Escrow
Confirm Closing Date
Disclosures completed
Perform final Walk through
Final loan documents signed - noted and trust deed for loan
Close Escrow
Top Tips for unexpected extras
For Buyers:
For a home inspection, bring donuts for the morning or pizza for lunch because people get hungry,
After inspection and repairs are agreed to, give buyers some moving boxes and tape
When the house closes gift wrap front door.
Bring a home made dinner to buyers on move-in day.
For Sellers:
On moving day, bring some pizza
If the sellers have young kids, give them "The Berenstain Bears Moving Day
For Sellers moving out the area, bring them a travel kit with their favorite snacks, drinks and pet treats
When the house closes, put a ribbon on the door
Seller Transaction Checklist
Listing agreement and agency disclosure signed
Request documents from seller
Create new listing MLS and upload photos
Order Inspections
Vet any offers received and present to seller
Email Fully executed agreement to transaction coordinator
Confirm earnest money has been deposited
Ensure all documents are signed
Close of escrow and deed recorded
Congratulate seller and bring closing gift.
Essentials of a successful Listing presentation
1. Preparation
2. The Listing Appointment
3. Before you leave, Ask for the listing
Watch the video and find out more!