100 Things Buyer’s Agents Do for Their Clients – Shared Article

I am often asked – what do you do for your clients? Well, this article about covers it. So here we go… 100 things a Buyer’s Agent and The Caton Team do for their buying clients…

Before Your Search Begins

Understand your needs and wants as a buyer (e.g., number of bedrooms, desired school district, commute time)
Discuss your budget and pre-qualification options (explain pre-qualification vs. pre-approval)
Educate you about the current real estate market (local trends, market conditions)
Explain the buying process (steps involved, timeline)
Provide a buyer’s agency agreement outlining their responsibilities, compensation, and fiduciary duty to represent your best interests
Discuss financing options (conventional loans, FHA loans, VA loans)
Help you get pre-approved for a mortgage (connect you with lenders, understand loan terms)
Explain the role of different parties involved (seller’s agent, escrow officer, title company)
Advise on homeowner’s insurance considerations (types of coverage, estimated costs)
Discuss potential tax implications of buying a home

During Your Search

Set up a personalized MLS search based on your criteria (location, price range, property type)
Recommend properties that meet your criteria and highlight key features
Schedule appointments to view properties and manage your showing itinerary
Provide virtual tours if available and conduct virtual consultations if needed
Research the neighborhoods you’re interested in (schools, amenities, crime rates)
Point out pros and cons of each property during showings
Offer honest and unbiased opinions based on your needs and market knowledge
Identify potential problems with properties (structural issues, outdated features, renovation needs)
Help you stay organized with property information (create spreadsheets, share notes)
Track new listings that hit the market and notify you of potential matches
Schedule follow-up appointments for properties you’d like to see again
Answer questions about open houses and how to best approach them
Explain the role of “coming soon” listings and pre-market opportunities
Advise on strategies for attending competitive open houses
Help you understand the concept of “pocket listings” (unlisted properties)
Offer guidance on making low-ball offers (weighing risks and benefits)
Find out the level of competition on the homes are you considering*
Discuss the importance of earnest money deposits*
Advise on timelines for submitting offers and response expectations
Help you prioritize properties based on your evolving needs and preferences

Making an Offer

Explain different offer strategies based on market conditions (fixed price, escalation clauses)
Help you determine a competitive offer price considering comps (comparable properties) and market analysis
Draft and submit a formal offer following standard real estate contract formats
Negotiate on your behalf with the seller’s agent to get the best possible terms
Present counteroffers strategically to improve your offer’s position
Recommend concessions you can request beyond price (closing costs, repairs, warranties)
Advise on closing costs and help you estimate associated fees
Ensure all contingencies are included in the offer to protect your interests (financing, inspections, appraisals)
Explain the concept of “due diligence” period and your rights during that time
Keep you informed of the negotiation process and provide timely updates

Under Contract

Schedule and coordinate the home inspection with a qualified inspector
Accompany you to the home inspection to ask questions and take notes
Review the home inspection report with you, explaining findings and potential repair needs – please note in the Bay Area we do this BEFORE you write an offer
Negotiate repairs with the seller based on the inspection report – if feasible
Help you understand the process of scheduling and attending additional inspections (e.g., radon, pest)
Facilitate communication between you and the lender to ensure smooth loan processing
Ensure you are on the same page as your lender and the offer time line*
Help you gather necessary documents for loan approval (tax returns, bank statements)
Schedule and attend the appraisal (if required by your lender)
Review the appraisal report and explain its impact on
Advise on potential challenges with loan approval and suggest solutions
Explain the role of private mortgage insurance (PMI) if applicable
Help you understand the escrow process and communicate with the escrow officer

Before Closing

Order title search to identify any ownership or lien issues
Review the title commitment and explain its implications
Advise on homeowner’s insurance options and help you get quotes
Schedule the final walk-through to ensure the property’s condition aligns with the contract
Ensure home is as agreed upon are completed before closing*
Review closing documents thoroughly and explain each section
Answer any questions you have about closing and prepare you for the process

After Closing

Provide recommendations for reputable movers based on your needs and budget
Help you connect with home warranty companies to explore coverage options
Offer recommendations for home improvement contractors for post-purchase renovations
Stay in touch and answer any questions you have after closing
Provide resources for navigating homeownership, including maintenance tips and homeowner associations (HOAs)

Additional Services

Provide resources for school information and district ratings
Help you understand local property taxes and potential exemptions
Advise on homeowner association (HOA) fees and explain HOA rules
Explain the benefits and drawbacks of different property types (single-family home, condo, townhouse)
Help you understand lead paint disclosures and potential remediation requirements
Assist with navigating historical property reports to understand the property’s background
Recommend resources for obtaining permits and inspections for renovations
Connect you with property management companies if you plan to rent out the property
Help you understand the process of obtaining homeowners’ insurance
Offer guidance on budgeting for ongoing homeowner expenses (maintenance, utilities)

Client Communication

Be available to answer your questions by phone, email, text, or preferred method
Communicate promptly and effectively, keeping you informed throughout the process
Advocate for your best interests during negotiations and throughout the transaction
Provide you with clear and concise explanations, avoiding technical jargon
Be patient and understanding, acknowledging the stress involved in buying a home

Market Knowledge

Stay up-to-date on current market trends (inventory levels, interest rates, price fluctuations)
Analyze local market data to identify buying opportunities
Provide insights into specific neighborhoods, highlighting pros, cons, and future development plans
Offer comps (comparable properties) for reference during your search
Help you understand seller motivations to inform your offer strategy

Technology

Utilize technology to streamline the buying process (electronic signatures, online portals)
Use digital tools for property searches with interactive features and filters
Offer electronic document signing for added convenience and efficiency
Provide online communication platforms for easy information exchange and updates
Use marketing tools to target potential properties that meet your criteria

Negotiation Skills

Negotiate effectively on your behalf to secure the best possible terms
Present your offer in the best light, highlighting your strengths as a buyer
Counteract seller’s arguments strategically to improve your offer’s position
Advocate for repairs without jeopardizing the deal by finding common ground
Help you achieve a win-win outcome that satisfies both parties
Maintain a high level of professionalism throughout your interactions
Dress appropriately for appointments and meetings, projecting a positive image
Be respectful of all parties involved (sellers, agents, inspectors)
Adhere to a strict code of ethics, ensuring fair and honest representation
Conduct business with integrity and transparency, building trust with your clients

There you have it – a short list of what The Caton Team does for their clients.

I read this article HERE. * Adjustments I made to article

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