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Start Building the Buyer Search Experience

Step 2: Gather Property Documents

Before you take your buyer to any home, review all available disclosures and community information. This allows you to guide your buyer effectively and identify potential concerns early.

Pro Tip

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

Recommended Tools & Resources

Print or email the buyer summary of the listing from the MLS for reference

Request missing HOA documents or additional property details.

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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