Buyer Services Checklist

BUYER SERVICES CHECKLIST *This includes KW services and tools provided. Contact a staff member if you need training on training support!* Brokerage required docs may vary per Market Center. Please check with your leadership team on compliance docs

INITIAL BUYER APPOINTMENT PREPARATION ☐ PRIOR to showing homes, get Excusive Buyer Broker Agreement negotiated and signed by Buyer. ☐ PRIOR to showing homes, contact Listing Agent to inquire on the Buyer Broker Compensation the SELLER is offering, if any. ☐ Send calendar invite for appointment ☐ Prepare Buyer Presentation Packet in Command (OPTIONAL) ☐ Buyer-Broker Designated Agency Agreement ☐ Getting To Know You Form (OPTIONAL) ☐ Add clients into Contacts in Command ☐ Create Opportunity in Command ☐ Send “intro & next steps email” ☐ **Is this person a referral? Send referrer thank you note and gift card (BEST PRACTICE)

AFTER THE APPOINTMENT ☐ Send Buyer contact information to lender and/or send email with lender recommendations ☐ Request a copy of the Pre-Approval Letter ☐ Add Contacts to MLS account & create listing alert ☐ Send text to clients to confirm they received it and to accept the invitation ☐ Update details report with needs, wants, price, location etc ☐ Share your KW branded mobile home search app (You can do this directly from the app on your phone). ☐ Input the “Getting to Know You” information in contact card (OPTIONAL) ☐ Send handwritten thank you card ☐ Add to “Birthday” SmartPlan in Command ☐ Update stage in Command ☐ Paperwork to Send Buyer For Signatures ☐ Buyer Due Diligence Checklist ☐ Wire Fraud Disclosure ☐ Exclusive Buyer Broker (if not already signed)

UNDER CONTRACT - COMPLIANCE CHECKLIST DAY 1

☐ Get fully executed Real Estate Purchase Contract & Addenda (if applicable) signed by all parties ☐ Send summary & intro email to Buyers - Remind them about Earnest Money amount, wiring instructions, when it’s due, and who it’s payable to

☐ Send intro email to Listing Agent ☐ Confirm all contract deadlines ☐ Request Seller Property Condition Disclosures from Listing Agent ☐ Request HOA docs / CC&Rs / etc if property is in HOA ☐ Send Accepted Offer to Lender and Title Company ☐ Include Buyers contact information ☐ Attached accepted REPC, addenda and MLS printout ☐ Request PR (Commitment from Title) from Escrow Officer at title company ☐ Review PR specifically Exceptions on Schedule B ☐ **Deadlines to put in your calendar ☐ Earnest Money ☐ Seller Property Condition Disclosure ☐ Buyer Due Diligence ☐ Finance and Appraisal ☐ Settlement ☐ Weekly (minimum) check-in reminders ☐ Paperwork to Send to Buyers for Signatures Immediately ☐ For Your Protection Get a Home Inspection (additional docs if applicable) ☐ Limited Agency - If you or another agent in the same brokerage represent both parties ☐ Disclosure of Interest - If you are related to the buyer or If you are representing yourself ☐ Lead Based Paint (if property is 1978 or older) ☐ Brokerage Required Docs (Submit to MC) ☐ Fully executed Real Estate purchase contract ☐ EBBA ☐ BDD Checklist ☐ Wire Fraud Disclosure ☐ Copy of the MLS printout ☐ Earnest Money Receipt ☐ Deposit within 4 calendar days

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Send a copy to listing agent, title company and lender when received

“Create Offer” in Command and enter “Commissions Tab” Schedule Inspection

☐ Notify buyers and listing agent when inspection is scheduled ☐ Confirm appointment time is approved with Sellers ☐ Add appointment to your calendar and send calendar invite to buyers 10 DAYS ACCEPTANCE OR DUE DILIGENCE

☐ Order Appraisal with Lender ☐ Ensure appraisal has been ordered ☐ Order Home Warranty (if applicable) ☐ Provide Home Warranty Options to Buyers ☐ Make sure Buyer and Title receive a copy of policy

DUE DILIGENCE ☐ Review Resolution of Due Diligence Addendum ☐ Resolve any due diligence concerns in writing

BEFORE SETTLEMENT 10 DAYS BEFORE

☐ Request Draft copy of Closing Statement from the Escrow Officer ☐ Reminders to Buyers for closing ☐ Bring two forms of ID ☐ Don’t change your job ☐ Don’t buy anything that requires a credit check or will be placed on your credit ie new car, credit card, etc ☐ CALL agent or title company to confirm you have the correct wire information 5 DAYS BEFORE CLOSING

☐ Remind Buyers the difference between Settlement, Closing and Occupancy ☐ Get update from lender and title to see if Loan Estimate (LE) and Closing Disclosures (CD) will be sent out on time ☐ Set up pre-settlement walkthrough and add to calendar 2 DAYS BEFORE SETTLEMENT

☐ Send reminder about closing date and time ☐ Deliver “welcome home” sign to property (Optional)

☐ Send Buyers Utilities list - Tell them to not set up or transfer anything until after recorded ☐ Remind them to not schedule movers until AFTER recording ☐ Send wire (if applicable) day before - CALL agent or title company to confirm you have the correct wire information ☐ Create Closing Package ☐ Cover sheet ☐ Thank you letter ☐ Utilities List and Who To Notify of new address ☐ Copy of full contract ☐ Receipts/warranties/etc of any repairs made by sellers ☐ Copy of Home Warranty ☐ Vendor list - Homekeepr App (Optional) ☐ CC&Rs/etc/if applicable ☐ Get Transaction Document Receipt (TDR) signed by Buyers DAY OF SETTLEMENT

☐ Closing Gift prepared and Thank You card complete ☐ Find out what day they are moving in and set calendar reminder to order pizza for delivery (Optional) ☐ Submit all docs (Submit to MC) DAY AFTER SETTLEMENT

☐ Schedule time to get keys and give closing packet ☐ Send Just Sold postcards to neighborhood through Command ☐ Social media post of Just Sold - tag clients in post ☐ Send “How Did We Do” email - send email to get reviews, include links to Google Reviews, Facebook, Yelp and also to request referrals - Ask who Buyers know that you can reach out to

☐ Update status in Command to Closed ☐ Add contact to Campaigns in Command ☐ Birthday campaigns ☐ Home Anniversary campaigns ☐ Neighborhood Nurture (update contact card with new address) ☐ Send personalized email with a copy of their custom link ☐ Send handwritten thank you card in the mail, include a few business cards ☐ Send link to vendor “HomeKeepr” app ☐ Sign Dispersement Authorization (DA) to be paid (will be sent via DocuSign) ***Is this client a referral?? Update the referee, thank them for trusting you, add referrer to Banner Season**

WEEKLY CHECK IN TOPICS How are you doing? Any questions? How are you feeling?

Week 1 - Earnest Money confirmation, Sellers Disclosures, Inspection date Week 2 - Negotiations, update with lender Week 3 - Finance and Appraisal - Don’t schedule movers until after Recording or talking with agent first Week 4 - Needs (what are you needing for your new house), confirm settlement date and location

MILESTONE EMAIL IDEAS VIDEOS - (Recommendation to use VlogEasy, additional cost may be applicable) Earnest money (what it is and when it is not refundable) Due Diligence (what we are working on) Inspection (what it is and how much it costs) Homeowners Insurance (start shopping around and send them your recommendations) Appraisal (how it works, what it costs, and potential issues/solutions) Home Warranty (what it is and what it covers)