Start together: Establish a baseline for the home your clients are looking for using the first half of this checklist.Related Article How to Educate Unrealistic Buyers & Convert More Leads (Quickly) Tips for Using the Successful House Hunting Checklist You can suggest a great lender to your buyers, and your partner lender can share the checklist with their clients and recommend you as a great real estate agent for their transaction.ĭownload the Mortgage Pre-approval Checklist Real Estate Buyer Agent Checklist #2: Successful House Hunting Partner with a lender: Want to turn your mortgage pre-approval checklist into a lead generation tool? Partner with a local lender to present a co-branded checklist to create a mutually beneficial referral system.Check with your clients to see where they are on completing their checklist-a little bit of accountability goes a long way here. These are great clients to have, but let’s be honest, they’re not typical. Check in often: Some buyers will go home and gather every piece of paperwork they need in a single evening. ![]() Customizing it will help your clients avoid confusion. Create different versions tailored to specific local and national banks to ensure everything they need is on your list.
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