Get Ready to Represent the Buyer
Step 2: Assemble Buyer Packet Forms
A well prepared buyer packet provides structure, transparency, and confidence from the start of your working relationship. These documents help buyers understand what to expect and ensure they are protected throughout the purchase process. A complete packet shows professionalism and makes the consultation smoother and more productive.
Pro Tip
Organize forms in the same order you will review them.
Recommended Tools & Resources
Download all standard buyer forms needed for your consultation.
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:
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Next: Create Buyer Value Proposition
