User:Vtaylor/Realty/buyer seller guide
Contents
office folder
green buyer . red seller listing . yellow rental
- listing agreement . mls agent / public . disclosure . hoa
- buyer broker compensation
- contract final counter . addendum . mls under contract
- settlement statement . mls close buyer rep
buyer / seller overview
Counseling Session p.41 . introduction credentials . resume brokerage . ? charts . agenda objectives • discover seller/buyer’s needs wants, such as location, size, style, features, amenities, etc. • buyer’s financial pre-approval status. • presentation services value proposition testimonials references. • selling/buying process timeline • listing/buyer agreement terms and benefits • confirm of the seller/buyer’s commitment expectations
Here are some resources that spell out what happens next. It may not go exactly like this. This will give you the general idea anyway.
intro
. resume . services value add . education guidance . florida real estate basics . transaction . as is . current market analysis . cma trends . fl forms . trusted vendors list . referrals ask . testimonials
buyer
When are you looking to purchase a home in Spruce Creek? Are you familiar with the Port Orange area? What are your requirements - bedrooms, square feet of living space? Yard? Are you looking for a condominium with property management? Do you have specific requirements that must be met? General price range?
. buyer checklist . agent todo checklist consultation neighborhood house search offer negotiation . process graphic listing offer inspection appraisal amendments contingencies closing . buyer presentation . package . representation . limited short duration . buyer team broker agent preferred title transaction manager inspector
. buyer broker compensation agreement extended search . FAR form . Exclusive Buyer Brokerage Agreement, Transaction Broker . offer negotiation . required escrow insurance doc deposit . * hoa application fee approval credit check . riders GG and FF - buyer broker compensation ? amend bba if necessary eg seller comp more than bba . market info time on inventory local expectation . recent sales we represented brokerage like client looking for
. forms samples . as is contract : transaction – offer . buyer guide – realtor.com . property info, taxes realist county
what's keeping you from buying today? how are your planning to pay
. prequal vs preapproved . buyer questionnaire
gpt buyer checklist
Here's a comprehensive checklist for a real estate agent to use when working with a buyer to prepare an offer: Buyer Offer Preparation Checklist 1. Initial Buyer Consultation
Discuss buyer's needs and preferences (location, size, amenities). Review the buyer's budget and financing options. Explain the current market conditions.
2. Property Research
Identify suitable properties based on buyer's criteria. Schedule property viewings. Gather information on property history (days on market, previous sale prices).
3. Financial Preparation
Confirm buyer's pre-approval status with a lender. Discuss the buyer's down payment and closing cost expectations. Review the buyer's financial documents (bank statements, income verification).
4. Offer Strategy Development
Analyze comparable sales (comps) in the area. Determine a competitive offer price. Discuss contingencies (financing, inspection, appraisal). Decide on an earnest money deposit amount.
5. Drafting the Offer
Prepare the offer letter, including:
Buyer’s information
Property address
Offer price
Contingencies
Closing date
Earnest money deposit
Include any additional terms (personal property, repairs, etc.).
6. Review and Sign Offer
Review the offer with the buyer for accuracy and completeness. Ensure the buyer understands all terms and conditions. Obtain buyer's signature on the offer.
7. Submitting the Offer
Submit the offer to the seller’s agent. Confirm receipt of the offer with the seller’s agent. Discuss the expected timeline for a response.
8. Follow-Up
Monitor for a response from the seller. Prepare for potential negotiations (counteroffers). Keep the buyer informed throughout the process.
9. Post-Offer Acceptance
Once accepted, guide the buyer through the next steps:
Schedule a home inspection.
Coordinate with the lender for final loan approval.
Review and sign any additional documents (disclosures, addendums).
10. Closing Preparation
Ensure all contingencies are met. Confirm closing date and time with all parties. Prepare a final walkthrough of the property. Review closing documents with the buyer.
Additional Considerations
Communication: Maintain open lines of communication with the buyer throughout the process. Documentation: Keep copies of all documents for record-keeping. Local Regulations: Be aware of any local regulations or requirements that may affect the offer.
seller
183: How Do You Sell a House? A Guide for Consumers . prep for selling
. seller checklist . seller prep docs . doc list 2 . listing presentation package . listing agreement overview . forms samples . listing agreement . poa/hoa disclosure . dbaar cma / rpr provide sign . property info, taxes . marketing plan checklist . marketing plan . seller disclosure information . 10 top features of house community > listing documents showing binder . sample kw seller doc . property info . listing binder
- Exclusive Right of Sale Listing Agreement Transaction Broker_ERS-20tb
- AS IS Residential Contract for Sale and Purchase Preview Form
- CR-6_B Homeowners Association_HOA - Community Disclosure
- Sellers Property Disclosure - Residential SPDR-3.xdp
- Flood
- Wire fraud
- surveillance
property book
. listing . 10 things we love . electricity water poa hoa internet . FPL service start move stop . new Volusia utitlity service water trash pickup . lawn landscape pool handyman
new owners book
. meet the neighbors . attend events . explore the community https://orchard.com/blog/posts/what-not-to-do-after-closing-on-a-house . utilities . fpl . volusia water trash . spectrum . at&t
. address usps online payments profiles change of address friends family . poa directory update mag website documents newcomers . pschanber info . scfir map info license plate xmas ornament . photos with keys . seller debrief AFTER close
shopping list . good general overview of new stuff . checklist for what you have https://orchard.com/blog/posts/checklist-things-to-buy-for-a-new-house
security & safety . Smoke detectors . Carbon monoxide detectors . Home security system . Surge protectors . Extension cord . Drapes or blinds . New door locks . Fire extinguisher . Smart doorbell . Security cameras . First aid kit
list of local businesses & services . history . spruce creek . port orange . new smyrna . volusia . florida . nasa canaveral kennedy . shopping . food . clothing . home . entertainment . theater . music concerts . movies . restaurants . recreation . fitness . hiking biking . boating . golf tennis pickleball . sc country club . groups . book club . bridge mahjong . aviation . eaa . wow . gaggle . faith church
repairs, upgrades . garage doors https://www.precisiondoor.net/how-much-for-garage-door-replacement . general contractors, repairs
. volusia, utilities, documentation, user operating manuals, access codes, special features . Volusia county . taxes . licenses https://www.volusia.org/ . building permit application https://www.volusia.org/services/growth-and-resource-management/building-and-zoning/permit-and-zoning-center/#permitapp . homestead exemption (appraiser) http://vcpa.vcgov.org/homestead.html
. FPL . water, trash new utility services application https://www.volusia.org/core/fileparse.php/6018/urlt/Application-for-New-Service.pdf payment https://www.volusia.org/core/fileparse.php/6018/urlt/Revenue-update-pdf.pdf . phone cable wifi internet . at&t spectrum . POA . update magazine . directory . car rfid tag for security gates ? days times . home security, doorbell monitor . hangar door operation
appraisals
appraisal overview https://orchard.com/blog/posts/what-is-an-appraisal-and-why-is-it-important
. checklist general fha va guidelines https://orchard.com/blog/posts/home-appraisal-checklist-for-buyers-and-sellers
inspections
inspection overview https://orchard.com/blog/posts/why-home-inspections-are-important
, questions for inspector https://theclose.com/questions-to-ask-home-inspector/
. buyer inspection checklist https://assets.theclose.com/uploads/2024/06/The_Close_Home_Inspector_Questions_PDF.pdf .pdf
?? inspector info - from checklist - credentials, bonded, updates, ...
final walkthrough
final walkthrough overview https://orchard.com/blog/posts/things-to-look-for-in-final-home-walkthrough . copy of your inspection report and final offer letter with you, as well as your contract, to make sure you don’t overlook any repairs. . request any warranties or repair receipts for any work done on the home.
closing
Closing process
. final walkthrough . necessary step to verify that everything is in good working order before you become responsible for it. As you complete your walkthrough, look for the following: . Verify the sellers have made the requested repairs . Confirm the sellers have removed their belongings . Check windows and doors to ensure they lock . Run appliances to confirm that they work . Test all of the lights and outlets . Double-check for signs of mold, pests, or structural failures that happened after the inspection . https://orchard.com/blog/posts/house-closing-process . more detail https://orchard.com/blog/posts/things-to-look-for-in-final-home-walkthrough
utilities, services, local businesses : see NEW OWNERS BOOK
. closing documents, costs https://orchard.com/blog/posts/closing-documents deed, bill of sale, and mortgage or loan documents . Identification: A government-issued photo ID, such as a driver's license or passport, to verify your identity. . Proof of homeowners insurance . Requested documents: Any relevant paperwork requested by your lender, such as bank statements or employment verification documents. . Money for expenses ? wire transfer to escrow - closing costs and any other expenses you agreed to cover. The amount will be specified in the closing disclosure form provided by your lender a few days before the closing. . portion of the closing costs may include . Application fee for loan processing Loan origination fee . Home inspection fees . recording, processing, Title insurance fees . Property taxes . prorated HOA fees . broker/agent compensation
. closing advice https://orchard.com/blog/posts/what-not-to-do-after-closing-on-a-house . hasty financial decisions that strain your budget and impact your long-term financial goals . locks documents Utilities: Set up your electricity, gas, water, and trash collection accounts. . Mail Forwarding: File a change of address request with USPS. . Internet and Cable: Contact your ISP and cable company to start service. . inspection items . insurance . change of address . meet neighbors . explore community
. proceeds calculator https://orchard.com/blog/posts/what-do-home-sellers-do-after-closing
