






DR EAM Over 385 Homes Sold since 2013
Up to $3.6 million

1. Schedule Time to Meet Buyers
2. Prepare Buyers Guide and Presentation
3. Meet Buyers and Discuss Their Goals
4. Explain Buyer and Seller Relationships
5. Discuss Different Types of Financing Options
6. Help Buyers Find a Mortgage Lender
7. Obtain Pre-Approval Letter From Lender
8. Explain What a Realtor Does for Buyers
9. Provide Overview of Current Market Conditions
10. Explain Your Company’s Value to Buyers
11. Discuss Earnest Money Deposits
12. Explain Home Inspection Process
13. Educate Buyers About Local Neighborhoods
14. Discuss Foreclosures and Short Sales
15. Gather Needs and Wants of Their Next Home
16. Explain School Districts Effect on Home Values
17. Explain Recording Devices During Showings
18. Learn All Buyer Goals and Make a Plan
19. Create Internal File for Buyers Records.
20. Send Buyers Homes Within Their Criteria
21. Start Showing Buyers Homes That They Request
22. Schedule and Organize All Showings
23. Gather Showing Instructions for Each Listing
24. Check Permit Records for Selected Homes
25. Send Showing Schedule to Buyers

26. Arrive Early and Prepare First Showing 27. Give Buyers Physical Copies of Info on Each Home Being Seen 28. Look For Possible Repair Issues During Showing 29. Gather Buyers Feedback Following Each Showing 30. Update Buyers when New Homes Become Available 31. Share Knowledge and Insights About Homes 32. Guide Buyers Through Their Emotional Journey 33. Listen and Learn From Buyers At Each Showing 34. Keep Records of Each Showing 35. Update Listing Agent with Buyer Feedback
Discuss HOA’s
Confirm Water Source and Status
Discuss Transferrable Warranties
Explain Property Appraisal Process 40. Discuss Multiple Offer Situations 41. Create Practice Offer to Help Buyers Prepare 42. Provide Updated Housing Market Data 43. Inform Buyers of Their Showing Activity Weekly 44. Update Buyers on Any Price Decreases 45. Discuss MLS Data with Buyers During Showings 46. Find the Right Home for Buyers 47. Determine Sale Inclusions and Exclusions 48. Prepare Sales Contract when Buyers are Ready 49. Educate Buyers on Sales Contract Options
50. Determine Need for Lead Based Paint Rider and Pamphlet

51 Review Prior Listing History for Previously Disclosed Issues 52 Check for Special Assessments 53 Explain Home Warranty Options 54 Discuss Loan Objection Deadlines 55 Choose a Closing Date 56 Verify Listing Data’s Accuracy
57 Review Sales Comparables with Buyers To Determine Value 58 Prepare and Submit Buyer’s Offer to Listing Agent 59 Negotiate Offer with Listing Agent
60 Execute Sales Contract and Disclosures
61 Forward Executed Contract to Title Company
62 Coordinate Earnest Money Deposit to be Made by Buyers 63 Deliver Copies of Sales Contract to Lender 64 Obtain Copy of Seller Disclosures for Buyers Review and Signing
65 Deliver copy of Sales Contract to Buyers 66 Obtain copy of HOA Declarations and Restrictions
67 Coordinate Inspections with Buyers
68 Meet Inspector at Property
69 Review Home Inspection with Buyers
70 Explain Function and Importance of Insurance Inspections
71 Negotiate Inspection Objections
72 Prepare Addendum for any Agreed Upon Repairs
73 Verify any Existing Lease Agreements
74 Confirm any Possible Leasing Restrictions
75 Check with Lender to Verify Loan Status

76. Check on Appraisal Date
77 Make Sure all Documents are Fully Signed
78. Verify Title Company has Everything Needed
79. Remind Buyers to Schedule Utilities
79. Confirm all Open/Expired Permits Have Been Closed
80. Confirm all Required Repairs Have Been Made.
81 Make Sure all Parties are Notified of Closing Time
82. Solve any Title Issues Prior to Closing
83. Receive and Review Closing Documents
84. Review Alta Statement for Accuracy
85. Review Closing Figures with Buyers
86 Perform Final Walk-Through with Buyers
87. Resolve any Last Minute Issues
88. Get CDA Signed By Brokerage
89. Attend Closing with Buyers
90. Provide Home Warranty Paperwork
91. Explain Homestead Process
92. Explain Other Potential Property Tax Exemptions
93 Remind Buyers of First Mortgage Payment Date
94. Provide List of Verified Vendors for Post Closing Repairs/Remodeling
95. Review Advertisements Buyers will Receive in Mail Post Closing
96 Give Keys and Accessories to Buyers
97. Confirm Buyers Have no Questions
98. Close out Buyer’s File with Brokerage
99. Approximately One Week After Closing Check-in With Buyers
100. Approximately 30 Days After Closing Remind Buyers to File Homestead

Joey recognizes that navigating the local market can be daunting for retirees relocating to Tampa Bay. He serves as a guiding light, offering expert insights and personalized recommendations to help his clients find the perfect neighborhood and home that meets their needs and preferences. In the face of high demand and low inventory, Joey remains resourceful and strategic, ensuring that his clients remain competitive in their search for the ideal property. He provides reassurance and peace of mind by prioritizing safety and long-term livability, conducting thorough inspections and offering expert advice on storm-resistant features. Joey also empowers his clients to navigate the legal and financial complexities of real estate transactions with confidence, offering clear explanations and valuable support every step of the way.




