Thursday, June 4, 2009

Critical Path for Buyers

Today in GO F.A.R. we discussed the critical path that we follow when working with Buyers. There are two paths to internalize: our own processes for our business and the processes we use to guide our customers.

Our business processes include:
1) Converting Leads to Appointments
2) Preparingthe Buyer for the consultation
3) The Buyer Consultation
4) Finding the Home
5) Offer and Negotiations
6) Contract to Close
7) Post-close Systems

(from Buyer Mastery, Keller Williams Realty, Inc. 2008)

Client Process include:
1) Pre-Approval
2) Needs Analysis
3) Begin Search
- Buyer Instant Notification System
- Preview Homes (phone/in person)
- Provide Property Tour Notes/Checkist papers
4) Write The Offer
- Create CMA and get GFE from Lender/Title
- Call the Listing Agent
- Get Disclosures
- Create Customer Account in Contract Software
- Have Customer Google address, neighborhood, seller
- Write It
- Send It
- Call Listing Agent to confirm receipt

(from class attendees - GO F.A.R. @ KW Select Realtors in EC: 6/4/2009)

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