As we move forward link to appropriate web page:  http://www.richhaen.com/controlpanel122436rh.php

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1. Execute Buyer Agency Agreement and Agency Disclosure: http://www.richhaen.com/sample_docs.php ...MUST HAVE ALL DOCS SIGNED BY SELLER/BUYER & AGENTS! Please take a few moments to review the estimated closing costs and many other issues you should be aware of: http://www.richhaen.com/legal_update.php.

2. SetUp:  http://www.richhaen.com/BuyersTaskList.php

3. Add client contact info with full details

4. Set up Client with LINK/MLS Access & Automatic Emails: http://www.richhaen.com/controlpanel122436rh.php

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

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

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Upon Accepted Offer…link to appropriate web page as we move along: http://www.richhaen.com/controlpanel122436rh.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...Copy Ck...Deliver to Listing Agent...Retrieve and deliver to Buyer?

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 ..IF BUYER WAIVES SEND EMAIL REQUESTING BUYER CONFIRM THEY WANT TO WAIVE HOME INSPECTION!

4. Secure Condo Docs from Listing Agent or On-line?: www.SuffolkcountyofDeeds.com - Or Collect from Seller's Agent - Master/Unit/Budget/Minutes ...Contact Info:  Management/Trustee/Concierge

5. Setup & Load Above Docs & Info: http://www.richhaen.com/buyerstransaction.php ...THEN Email to Buyer, Both Legal Counsels & Seller's Agent...Please take a few moments to review the estimated closing costs and many other issues you should be aware of: http://www.richhaen.com/legal_update.php.

6. Send email to Buyer and Legal Counsel:

Subject:  A friendly reminder!

I would like to note a few things:

 

A. You will see on the on-line transaction for this property that the seller provided us with a simply budget outlining cost and expenses. However, I recommend that you request a copy of the current bank statement.

B. I would also suggest that you contact the trustee of the condo association (ask seller’s attorney for contact info?) and ask in an email for future reference 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, basement issues and storage, hvac, roof, windows, pets. pests, condo fee increase, assessments, or any material defect that would affect the value of this property?

C. My Valued Client Service Program (VCSP) allows me the unique flexibility to offer all of my buyers a 20% closing credit as guaranteed in our Exclusive Buyer Agency Agreement…attach Buyer Agency Agreement & Buyer Compensation Agreement!

Please let me know if you need my assistance with any of these issues and or anything questions or concerns you may have!

7. Send email to Buyer:

Subject: Average Utility Costs?

I also suggest that you might want to check on the utility costs...I never know which one may be servicing this unit and sometimes they both may be? Since this is public information, they will give you an average monthly cost spread over the year!   National Grid Gas (800) 532-9600 NationalGrid.com  / NStar Electric (800) 592-2000 Nstaronline.com

8. Negotiate Home Inspection Issues?  Request Buyer Sign Off in Email?  Request copy of home inspection report-LOAD: http://www.richhaen.com/buyerstransaction.php

9. Execute P&S when ready and deliver escrow funds... Email...THEN request Seller's Agent Fax Executed P&S...Email...And Collect Original from Seller's Agent ...THEN Setup & Load: http://www.richhaen.com/buyerstransaction.php ... THEN Email to Buyer, Both Legal Counsels, Seller's Agent and Mortgage Broker

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

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

12. Verify with Seller's Agent that Lender has scheduled Appraisal and delivered the Condo Questionnaire if required...Suggest buyer request copy of Appraisal within 3 days

13. 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

14. Order Gil Murray Closing Gift

15. Email: Closing Info: http://www.richhaen.com/closing_info_buyers.php and Moving Info: http://www.richhaen.com/moving.php ...in the meantime. let me know if you want to discuss any repairs after closing...here is my list of Trusted Vendors: http://www.richhaen.com/trusted_vendors.php

16. Stop LINK/MLS Automatic Emails?: http://www.richhaen.com/controlpanel122436rh.php

17. Remind client to request HUD from Legal Counsel 3 days in advance

18. If Applicable...Verify with Listing Agent that ALL repairs are complete

19. Request Listing Agent efax required closing docs: 6D, Smoke & Carbon—Single or Multi: Final Water Reading from 1010 Mass Ave @ (617) 989-7000 @ 980 Harrison Ave 0211

20. Request Mortgage Broker efax required closing docs: Ins Cert

21. Setup & Load: 6D, Smoke, Ins Cert, Water Cert: http://www.richhaen.com/buyerstransaction.php ...THEN Email to Buyer, Both Legal Counsels, Seller's Agent and Mortgage Broker

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

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

24. Request from Seller Email Addresses of Neighbors?--Send to Buyer

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

26. Deliver Closing Gift to Buyer...Deliver Favorite Restaurant Gift Cert to Referral

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

28. Verify closing information with LINK/MLS: http://www.richhaen.com/controlpanel122436rh.php

29. Request written testimonial from client and add to website!  http://www.richhaen.com/testimonials.php

30. Tax-Residentail Excemption: http://www.richhaen.com/legal_update.php