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Needs Analysis:
Assess client´s requirements
Help client get a clear picture of ideal home
Prequalification or Pre-approval:
Guide clients to loan officer
Obtain prequalification or pre-approval
Help choose best mortgage financing plan
Neighborhood Information:
Create broad neighborhood search profile
Provide List of target neighborhoods and related information for each neighborhood.
Home Search:
Organize and schedule a home search process
Ongoing updates and showings of available homes
Make an Offer:
Compare homes and assist in decision making process
Advise on terms and issues of the offer
Fill out offer to purchase contract
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Negotiating to Buy:
Present Offer
Negotiate on client´s behalf
Vendor Coordination:
Advise and supervise vendor selections
Coordinate vendor selections
Preclose Preparation:
Coordinate and supervise document preparation
Provide preclosing consulting
Closing:
Preview closing documents
Resolve last-minute issues
Complete transaction
Post Closing:
Coordinate move-in
Assist with post closing issues
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