90 Ways I
Serve YOU
Heather Poniewaz
Realtor, SFR, GREEN, NHCB, CREN, ABR
1
Schedule Time to Meet
for a Strategy Session
2
Prepare Guide &
Educational Presentation
3
Meet and Discuss
Goals and Non-Negotiables
4
Explain Agency
Relationships
5
Discuss Different Types
of Financing Options
6
Help Find a
Mortgage Lender
7
Obtain Pre-Approval
Letter from Lender
8
Provide Resources to
Research Crime in Neighborhoods,
School Ratings, etc.
9
Provide Overview of
Current Market Conditions
10
Explain Company’s Value
11
Schedule time to meet
for a strategy session
12
Explain Home Inspection
Process
13
Educate About Local
Neighborhoods
14
Discuss Foreclosures &
Short Sales
15
Gather Needs & Wants
of Next Home
16
Explain School Districts
Effect on Home Values
17
Explain Recording Devices
During Showings
18
Learn All Goals & Make
A Plan
19
Create Internal File
for Records
20
Send Homes Within
Their Criteria
21
Start Showing Homes
as Requested
22
Schedule & Organize
All Showings
23
Gather Showing
Instructions for Each Listing
24
Send Showing Schedule
25
Show Up Early and
Prepare First Showing
26
Look for Possible Repair
Issues While Showing
27
Gather Feedback After
Each Showing
28
Update When New Homes
Hit the Market
29
Share Knowledge &
Insight About Homes
30
Guide Through Emotional
Journey
31
Listen & Learn at
Each Showing
32
Keep Records of All
Showings
33
Update Listing Agents
with Feedback
34
Discuss Homeowner’s
Associations
35
Estimate Expected Utility
Usage Costs
36
Confirm Water Source &
Status
37
Discuss Transferable
Warranties
38
Explain Property Appraisal
Process
39
Discuss Multiple Offer
Situations
40
Create Practice Offer to
Help Prepare
41
Provide Updated Housing
Market Data
42
Inform Showing Activity
Weekly
43
Update on Any Price
Drops
44
Discuss MLS Data at
Showings
45
Find the Right Home
46
Determine Property
Inclusions & Exclusions
47
Prepare Sales Contract
When Ready
48
Educate on Sales
Contract Options
49
Determine Need for
Lead-Based Paint Disclosure
50
Explain Home Warranty
Options
51
Update Pre-Approval Letter
with Each New Offer
52
Discuss Loan Objection
Deadlines
53
Choose a Closing Date
54
Verify Listing Data is
Correct
55
Review Comps to
Determine Value
56
Prepare & Submit Offer
to Listing Agent
57
Negotiate Offer with
Listing Agent
58
Execute A Sales Contract
& Disclosures
59
Once Under Contract,
Send to Escrow Company
60
Coordinate Earnest
Money Wire Transfer
61
Deliver Copies to
Mortgage Lender
62
Obtain Copy of Sellers
Disclosures
63
Deliver Copies of
Contract/Addendum
64
Obtain A Copy of HOA
Bylaws
65
Keep Track of Copies for
Office File
66
Coordinate Inspections
67
Meet Home Inspector at
the Property
68
Review Home Inspection
69
Negotiate Inspection
Objections
70
Get All Agreed Upon
Repair Items in Writing
71
Verify any Existing Lease
Agreements
72
Check in With Lender to
Verify Loan Status
73
Check on the Appraisal
Date
74
Negotiate Any
Unsatisfactory Appraisals
75
Coordinate Closing Times
& Location
76
Make Sure All Documents
are Fully Signed
77
Verify Escrow Company
has Everything Needed
78
Reminder to Schedule
Utilities Transfer
79
Make Sure All Parties are
Notified of Closing Time
80
Solve Any Title Problems
Before Closing
81
Receive and Review
Closing Documents
82
Prepare guide &
Educational presentation
83
Confirm Repairs Have
Been Made by Sellers
84
Prepare guide & Perform
Final Walk-Through
85
Resolve Any Last-Minute
Issues
86
Get CDA Signed by
Brokerage
87
Attend Closing
88
Provide Home Warranty
Paperwork
89
Facilitate Transfer of
Keys and Accessories
90
Close Out File