Buyer's Task List

Sample Contact Info & Transaction Details:

Buyer's Name Here:

Seller's Name Here:

Property Address Here

BUYER:

ADDRESS:

BUYER'S AGENT:

LEGAL COUNSEL:

MORTGAGE BROKER:

APPRAISER:

http://www.richhaen.com/buyerstransaction.php

SELLER:

ADDRESS:

SELLER'S AGENT:

LEGAL COUNSEL:

TRUSTEE:

MANAGEMENT CO:

DISCLOSURES:

IMPORTANT DATA:

SALES PRICE:
DEPO W/ OFFER:
DEPO W/ P&S:

COMMISSSION:

IMPORTANT DATES:

HOME INSPECTION:
EXECUTE P&S:

MORTGAGE COMMITMENT:
CLOSING DATE:

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As we move forward link to appropriate web page: http://www.richhaen.com/rhcontrolpanelrh.php

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1. Execute Buyer Agency Agreement and Agency Disclosure: http://www.richhaen.com/sample_docs.php

2. Add client contact info with full details

3. Set up Client with MLS Access & Automatic Emails: http://www.richhaen.com/rhcontrolpanelrh.php

4. Mail hand written thank you note and include 2 business cards

5. If applicable...Mail referral hand written thank you note and include 2 business cards and StarBucksGiftCard

6. Add New Client to Where To Eat Magazine mailing list

Remember The 5 Cardinal Rules To Be Successful:

Always do what is in your clients best interest in order to secure future business!
Total honesty and sincerity with an exacting attention to detail!
Constantly monitor new and reduced inventory!!!!!
Constant communication…make sure client is made aware of every detail!
Pay attention until it closes...IF Successful ask for the referral!

Simply put...show properties until we find the right one...Prepare MLS CMA or competitive Market Analysis

Then negotiate until the right price...or start over!!!

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Upon Accepted Offer…link to appropriate web page as we move along: http://www.richhaen.com/rhcontrolpanelrh.php

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1. Execute Appropriate Offer Documents: http://www.richhaen.com/sample_docs.php Collect Escrow Funds and Buyer's W-9...Deliver to Listing Agent

2. Collect Contact Info: Listing Agent, Buyer & Sellers Legal Counsel and Buyer's Lender

3. Schedule Home Inspection and verify that listing agent has access to all systems and roof etc: http://www.richhaen.com/home_inspection.php

4. Condo Docs & Budget - Secure Docs On-line: www.SuffolkcountyofDeeds.com - Or Collect Selling Agent-Master/Unit/budget/minutes/Management/Trustee/Concierge?

5. Prepare http://www.richhaen.com/BuyersTaskList.php and http://www.richhaen.com/buyerstransaction.php ...THEN Email to Buyer, Both Legal Counsels, Seller's Agent and Mortgage Broker

7. Contact Buyer’s lender and initiate mortgage process...verify that buyer submitted all required documents and received Truth in Lending???

8. Negotiate Home Inspection Issues?...Send email to Selling Agent (cc Buyer and Legal) requesting Agent and Seller's knowledge of any material disclosures i.e.: ongoing issues in the building whether financial, legal or structural i.e.: flooding, water penetration, noise transfer, pilings, basement, hvac, roof, windows, pets. pests, condo fee increase, assessments, or any material defect that would effect the value of this property?...Sign OFF!—Email buyer to check Utilities!

9. THEN....Suggest Buyer contact the Management Co/Trustee and ask if they have any knowledge of any material disclosures i.e.: ongoing issues in the building whether financial, legal or structural i.e.: flooding, water penetration, noise transfer, pilings, basement, hvac, roof, windows, pets. pests, condo fee increase, assessments, or any material defect that would effect the value of this property--Email Attorney Answers!

10. Verify that Lender has scheduled appraisal and delivered the condo questionnaire if required...suggest buyer request copy of Appraisal within 3 days!

11. Execute P&S when ready and deliver along with escrow funds...THEN have Executed P&S faxed from Seller's Agent ...THEN Update http://www.richhaen.com/buyerstransaction.php ...THEN Email to Buyer, Both Legal Counsels, Seller's Agent and Mortgage Broker

12. Mail client hand written thank you note…Congrats!!

13. Order Gil Murray Closing Gift

14. Stop MLS Automatic Emails?: http://www.richhaen.com/rhcontrolpanelrh.php

15. Email Moving Info: http://www.richhaen.com/moving.php and Closing Info: http://www.richhaen.com/closing_info_buyers.php

16. Request mortgage commitment from lender…THEN Update http://www.richhaen.com/buyerstransaction.php ...THEN Email to Buyer, Both Legal Counsels, Seller's Agent and Mortgage Broker

17. Remind client to request HUD form legal counsel 3 days in advance

18. Verify that Listing Agent that ALL repairs are complete? And that they have secured the required closing docs: 6D, Smoke & Carbon, Ins Cert—Single or Multi: Final Water Reading from 1010 Mass Ave @ (617) 989-7000 @ 980 Harrison Ave 02119

19. Retrieve 6D, Smoke, Ins Cert, Water from Seller's Agent--THEN Update http://www.richhaen.com/buyerstransaction.php ...THEN Email to Buyer, Both Legal Counsels, Seller's Agent and Mortgage Broker

20. Schedule closing with legal counsel: http://www.richhaen.com/closing_info_buyers.php

21. Prepare Invoice-THEN Update http://www.richhaen.com/buyerstransaction.php ...THEN Email to Buyer, Both Legal Counsels, Seller's Agent

22. Schedule walk-thru with all parties; Seller/Tenant to leave all keys on kitchen counter and turn off alarm...Bring repair list!!!

23. Closed?---- Collect Commission & DEPO

24. Mail hand written thank you note to client, other agent. lender and legal counsel

25. Deliver Closing Gift...Favorite Restaurant Gift Cert to Referral

26. Request written testimonial from client and add to website

27. Schedule follow up calls and add to Outlook tasks: 1 week and 1 month

28. Verify closing information with MLS: http://www.richhaen.com/rhcontrolpanelrh.php

29. Close and Send Electronic File to Sold!!!