Get Ready to Represent the Buyer
Step 1: Download Buyer Checklist
Starting with a checklist gives you clarity, structure, and confidence from the very beginning of the buyer relationship. It helps ensure nothing is missed, provides a clear roadmap for the process, and sets professional expectations. A good checklist becomes your safety net and your buyer’s first impression that you are organized and prepared.
Pro Tip
Keep a printed version in your folder for quick note‑taking.
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: Assemble Buyer Packet Forms
