1. Conduct a counseling and information session to identify your needs and
goals and to plan a property search.
2. Offer to arrange pre-qualifying or pre-approval meeting with a lender to
determine affordability range and improve negotiating position at the
3. Commit to priority availability for meeting your needs and schedule for
property research and showings.
4. Complete a thorough market search to identify all properties consistent
with your needs and price range.
5. Prepare a written Competitive or Comparative Market Analysis for you
prior to you making an offer.
6. Prepare a written offer to purchase on the property of your choice
reflecting your price and terms.
7. Provide counsel and negotiating assistance on all offers to purchase.
8. Obtain and review with you the seller’s written property history and
9. Recommend professional building and termite/pest inspections and review
findings and remedies with you.
10. Monitor and communicate the status and satisfaction of contract
11. Accompany you on walk-through property inspection before closing, if
provided for in the contract.
12. Attend the closing or escrow (in those states where this is customary).
13. Contact you after the closing to assure the satisfactory completion of all
14. Offer the opportunity to evaluate the service provided through the
Quality Service Assurance Survey™.
