After our telephone consultation, we will meet up and really get to know each other better. We need to connect because this journey is a major life experience and a short telephone conversations and/or zoom meetings won’t do it for my clients.
In a relaxed environment, we review and discuss in detail the information you provided to me during our initial consultation meeting.
We discuss the following and more.
1. Your Personal Information to include your current living situation, your job and income, financing information, etc. This is important because whether you are making a purchase with cash or financing through a financial institution, you need to know where you stand financially in the beginning. If you are selling your home/commercial property/investment property, I need to know if you still owe money on the property and the actual dollar amount. Also, your living situation is important because that dictates so many factors surrounding your decisions. Your income information is important because you must show proof that you can financially support your decision to purchase a new home or property. There are different requirements for buyers who are self employed than buyers who have an employer.
2. Why are you selling your home/ investment property (residential/commercial) or why are looking to buy a new home/ investment property (residential/commercial)? If you are at a place where you need temporary housing or a commercial lease property for your business, we will establish our business plan together during this time. Everyone needs are different so I need the facts and can not make any assumptions.
3. What are your other needs? Do you want to sell your home and move into a new home locally or relocate to a new state or country? Are you a buyer looking to purchase your first home? Are you an investor looking for a great deal that will build your investment portfolio? Are you a business owner looking for a commercial property to buy or lease to build your business? Whatever you specific needs are, this is when we explore your needs and create a plan that will guarantee your success.
4. Your expected time frame to close the deal. This is important because it holds everyone accountable for their role in the process. Accountability allows everyone to take responsibility for their actions and sets clear and precise standards.
5. What are your expectations of me, your Realtor. You should and will have many expectation of me and it is my goal to adhere to your expectations with the highest sense of urgency and work hard for you, my client as if I were walking in your shoes. In addition, As your dedicated Realtor, I will have expectations of you as my client. This is a team effort and we can only accomplish your goal, if we are making the right contributions.
This is only a small aspect of your “Lunch On Me” experience. Whatever your goals are in this real estate journey, having a Realtor that knows exactly what you need, will do whatever it takes to make it happen and will close the deal in the timeframe that you established, is not an option when it comes to achieving your goals and making your dreams come true.