Buyer Consultation
Step 3: Define & Confirm Search Criteria
Before setting up searches, you must confirm exactly what the buyer is looking for. This ensures every listing they receive is relevant, realistic, and aligned with their goals. A clear search profile saves time and enhances the buyer experience.
Pro Tip
Aim for the first weekend your listing goes live and avoid major holiday weekends.
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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*Daily Activity Plan changes every day at 12am EST.
Next: Add Buyer to CRM & Thank You Note
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