Buyer Consult
q Client sheet filled out & in file
q Thank Referrer
q Set up Appt. for Consult ________________
q Buyer Guide given
q Interview with potential clients
q Prepare & E-mail Ultimate Scenario
q Assistant call to see how consult went
q Program search criteria into TREB
q Input client info. Into Agent 2000
q Send “Thank You for choosing us” pkg
Searching
q Schedule Orientation Tour ______________
q Call to see how tour went
q Show properties
q Find property!
In Negotiation / Conditional
q Prepare Offer
If unsuccessful – resume showings
Offer Successful – Fill out forms
q Property: __________________________
q Conditions waived & signed
o Financing o
o Home Inspection o
o Other ____________ o
o Other ____________ o
q Update client on waivers/amend.
q Amendment/s or waiver/s signed & copied
q Trade Record Sheet filled out
q Invoice filled out
q Copy of all documents in Client file
q Offer sent to Mortgager
q Paula
q Other ________________________
q Update client that offer was sent to Mortgager
q Paperwork is given to Administration
q Lawyer
q Mike Shea
q Other: Name: ________________
Ph. #: ________________
q Copy of certified cheque and receipt
Firm / Waiting to Close
q Call client to “Congratulate” on going firm!
q Gift given (Sent to place of business)
q Start of weekly calls “What can I do to help?”
One - three weeks after deal goes firm
q Send Moving package w/ “Calm after storm”
Two - four weeks after deal goes firm
q Send Change of Address Cards
Three weeks – 1 month before requisition date
q Send Smooth Sailing Letter
Closing
q Closing date _______________________
q Moving date _______________________
q Drop off Moving box along w/ card
After closing
q Call to check in “Is there anything I can do?”
1 month after moving date
q Send out Popcorn Letter
2 months after moving date
q Schedule drop by visit
q Drop by visit: ___________________
