What do you take for your first appointment?
336What information do you like to take for the initial appointment? If it is a listing and buying client. They are looking to downsize.
12 answer(s)
About 1 year ago
Hey there Natalie,
what do they want to do first?
Are they selling their home then buying?
Do they need to purchase before the sell?
If you are listing the home first, then you need to be well prepared with your listing documents and pricing tools.
If they are purchasing first, then you need to take all the compliance forms and whatever tools you use to uncover what is it that they need in their new home.
Remember, is never about you, is about your clients and their needs.
Hope it helps, best of lucks.
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DislikeAbout 1 year ago
Great answers by everyone. I will take a cooler with water and kids juices if applicable and also a tape measurer comes handy
About 1 year ago
It depends on who the client is. Is it a personal client or someone that you don't know? If you are competing against other agents you need to go prepared with a full-blown presentation
About 1 year ago
Do your homework, prepare your listing presentation providing info on process, expectations, expected costs (estimate), also generate comps to use as a general baseline pre-walkthrough of property (fine tune after visiting property in person). Also if you've information on what they're looking for to buy, prepare a buyer information pack providing info on process, what you can do for them as a Buyer agent, likely costs, what's on market in areas of interest etc. Good luck!
About 1 year ago
Business card, my promotional item. Water, paper towels, wipes, snacks, childrens activity, toilet tissue, sanitizer, printouts if buyer. Sellers I take my presentation, my card and promotional item, water, clean wipe cloth, laser room measure tool, notebook, pen. My phone camera.
About 1 year ago
To first appointments bring:
Buyer- IABS, if not already sent, buyers representation agreement preferably pre-filled, a list of what you can offer, a tablet or paper to take notes on what they are searching for and a smile.
Seller- IABS, sellers representation agreement, listing agreement pre-filled, presentation or PDF of how you will get their home sold if using you as an agent, not the full CMA but something to show that you have done research and will give them more information when going under contract with you, sellers disclosure to leave with them and of course a HUGE smile:)
About 1 year ago
IABS, CMA, Seller's Representation And if buyers appointment then buyers rep. And of course, prepare your speech, dialogues ( such as Q & A ) that the customers may ask you. Along with presentation, you have to be absolutely prepared to answer questions they may ask.
About 1 year ago
Since your client is both selling and buying I will take a listing presentation and a buyers presentation but do not make them long. I would also take a CMA from questions you have asked about the property before meeting with them.
About 1 year ago
IABS sent them with email, and let them know about you are license. And how they like to communicate, text,email or phone call. And Sellers get appointment with Both Sellers, Print out documents , CMA and all. If its Buyers
how soon like to move or Buy, Pre approval or not and ask to meet Office.
About 1 year ago
It you haven't already received an initialed IABS, be sure to bring it with you and have them initial before discussing real estate.
About 1 year ago
I bring a listing presentation (then consequently a buyer's presentation) as well as detailed comps.
About 1 year ago
I guess it depends.
When I interviewed brokerages, I took nothing. You are interviewing them. They are not interviewing you.
Take a smile
Disclaimer: Answers provided are just opinions and should not be accepted as advice.
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