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
☐ 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**
