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Buyer Consultation

Step 1: Conduct the Buyer Consultation

The Buyer Consultation transforms uncertainty into clarity. This meeting gives you the opportunity to educate, set expectations, and demonstrate your value. Buyers leave understanding the steps, the process, and how you will guide them.

Pro Tip

Aim for the first weekend your listing goes live and avoid major holiday weekends.

Recommended Tools & Resources

Use Present to deliver a branded buyer presentation.

Use printed documents for traditional in person presentations.

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: Present Buyer Brokerage Agreement (EBBEA)

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