Best contact information
Create welcome packet
Send out welcome packet and necessary documents
Ask for a pre-approval letter (if needed)
Recieve pre-approval letter (if needed)
Are you selling a property as part of this process?
Do you currently rent or own?
Are there any additional buyers?
When would you like to move?
Area interested in?
Style of home?
Number of bedrooms?
Number of bathrooms?
Wish list items?
Research private listings
Create an email with potential homes (make sure homes meet criteria and wish list items)
Send an email with potential homes
Ask for feedback
Set up showings
Attend open houses
Regroup after each showing
Search MLS for additional listings
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Important: Your checklist will be saved to your new account.