Establish the Buyer Relationship
Step 2: Verify Loan Status
Before showing any homes, it is essential to confirm where the buyer is in the lending process. This protects their time, ensures they are viewing appropriate homes, and strengthens your overall offer strategy. A fully verified buyer is more confident and more competitive.
Pro Tip
Aim for the first weekend your listing goes live and avoid major holiday weekends.
Recommended Tools & Resources
Request updated approval details and discuss Competitive Edge benefits.
Review uploaded approval letters and status updates from the buyer’s lender.
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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Next: Schedule Buyer Consultation
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