Establish the Buyer Relationship
Step 1: Make Initial Call & Pre‑Qualify
Your first conversation sets the tone for your entire relationship. This is your opportunity to build rapport, gather essential details, and understand your buyer’s motivation before scheduling the consultation. Keeping this call simple allows you to prepare properly for a smoother, more professional experience later.
Pro Tip
Aim for the first weekend your listing goes live and avoid major holiday weekends.
Recommended Tools & Resources
Record notes from the initial discussion in the CRM immediately after the call.
Training Box
- Always download a fresh Buyer Checklist at the start of every transaction.
- Review the Homebuyer Profile before calling the buyer so you are prepared.
- Use both documents to stay consistent and organized.
- Save both documents in the buyer file for the upcoming consultation.
- The buyer checklist for contracts can be found in Zipforms and Absorb. There’s a second buyer profile sheet that’s available in Absorb:
Daily Activity Plan
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Next: Verify Loan Status
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