{"id":4256,"date":"2023-10-03T12:16:23","date_gmt":"2023-10-03T16:16:23","guid":{"rendered":"https:\/\/www.paperlesspipeline.com\/blog\/?p=4256"},"modified":"2025-01-13T13:03:11","modified_gmt":"2025-01-13T18:03:11","slug":"real-estate-template-the-ultimate-buyers-agent-checklist","status":"publish","type":"post","link":"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist","title":{"rendered":"The Ultimate Real Estate Buyer Agent Checklist: Everything You Need To Know"},"content":{"rendered":"\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/dSB_0BIxEZ5ft61-tSMc6Ucmy1CcPujzRiufqbu9Oha6Ey_6wehbD5kEPmUpi1b8QIHuQ2DO7r5OxRqC3qzbxMQ6AOxkj9C0f7btNvz3E1B7OgXUQlyMzngLl5nvlPPiNZh_odvt6x8V37r8h0yRvrE\" alt=\"\"\/><\/figure>\n\n\n\n<p>As a buyer\u2019s agent, there are endless tasks you need to complete before a deal can close. With so much to do, there\u2019s the chance a deal could fall through the cracks if you don\u2019t meet every critical due date and milestone.<\/p>\n\n\n\n<p>This is why checklists are critical for real estate agents\u2014they serve as reminders to fulfill essential tasks and ensure that deadlines are met on time.<\/p>\n\n\n\n<p>In this article, we\u2019ll provide a comprehensive buyer\u2019s side checklist and guide you through each step of the process.<\/p>\n\n\n\n<script charset=\"utf-8\" type=\"text\/javascript\" src=\"\/\/js.hsforms.net\/forms\/embed\/v2.js\"><\/script>\n<script>\n  hbspt.forms.create({\n    region: \"na1\",\n    portalId: \"44271427\",\n    formId: \"01a6d0d2-989b-46ec-badc-719fdf34d5ac\"\n  });\n<\/script>\n\n\n\n<h2 class=\"wp-block-heading\">From Active Buyer to Closing: A Real Estate Buyer\u2019s Agent Checklist<\/h2>\n\n\n\n<p>Let\u2019s go through each task that should be on your checklist, stage by stage:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The active buyer stage<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/RaLPGV8IUHgyyGHG97QC-Zmc6rs-zDgO-k3t81VXzsNM6DHvokiGMotpcCz-DDVOancmFT5JzSYeyxF0BcP4CirwhCeCqwE3peQf1YIbsfzwx0yuIURjWmba67J0mPVL4v7qtPwb_NeJ1CCmq6Ey3p8\" alt=\"\"\/><\/figure>\n\n\n\n<p>This is where a buyer expresses an interest in working with you, and you do the groundwork to find them a property.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">1. Add the buyer information to Paperless Pipeline<\/h5>\n\n\n\n<p>The first step is to set your buyer up on your transaction management system and record their details.&nbsp;<\/p>\n\n\n\n<p>Go into your transaction management platform and create a new transaction. With <a href=\"https:\/\/www.paperlesspipeline.com\/\">Paperless Pipeline<\/a>, you do this by clicking \u201cAdd Transaction\u201d in the upper right corner of any page.<\/p>\n\n\n\n<p>There are several different fields to complete. Some need to be filled out, but others may be left blank until you have the required information.&nbsp;<\/p>\n\n\n\n<p>Here are some that are essential at this stage:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Under the \u201cStatus\u201d drop-down menu, select \u201cActive\u201d.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/0xgaJ5tsXD5dWnUic1YBX5PLKqesKdvrGD5H5hgk-q0JybOMvJe3X7C_UXFXeEnPCLinSYW9XHAdwEYPziVg0m65MwNpX5ed5iCtcMQRj7P4rHiuyY63gmCZabZgVOJ0G09jqaJ97Jjpm9HDAN8TSMk\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add the buyer\u2019s name and lead source (if relevant).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/ImhcEyK6bQeXS_nw1C_Fv0-QdX1H1gU1xEJ51QssmWctWC0urzgEgaVIXtBn4wAU2RY_s6eTnVrAMwMbKVkRNMSxtloWwl6_AtHs2E6COjZoShSFMAc-xPVBuO09-xX6MAxsJCWTUshTudGz8B6cayQ\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click \u201cadd buyer as contact\u201d and add their details.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/uj2aDa_aJBVr-Insh7Ug_2BRkTxOKqJJ2X26RS4POZ1QiXTZDgRr4jyL2yPBgC3SaJT3GCHUAwwCiRa78vz9pqq-QmGZaAN6hWFrpJtd-ZJEUdBuWWmxv40qwoG6zZjZUax5vAMyB7WK8ftrRQSG6Z8\" alt=\"\"\/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">2. Send a welcome email to the buyer<\/h5>\n\n\n\n<p>Send the buyer a welcome email to get the relationship off to a great start. Thank them for choosing you and explain the next steps.<\/p>\n\n\n\n<p>You can speed up this part of the buying process by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Setting up a welcome email template in Paperless Pipeline.<\/li>\n\n\n\n<li>Automatically sending a welcome email for each new transaction.<\/li>\n<\/ul>\n\n\n\n<p>Clients want to receive messages from <em>you<\/em>, not a generic email from your transaction management tool. So, add personalized elements that show it was meant for them only.<\/p>\n\n\n\n<p>This might include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A reference to where you met them or how you met. For example: \u2018It was lovely to meet you both at Dale\u2019s Coffee House on Thursday.\u201d\u2019<\/li>\n\n\n\n<li> A reference to something they discussed, such as \u201cI hope the kids are settling well at their new school.\u201d<\/li>\n\n\n\n<li>A short personalized video where you mention them by name, welcome them, thank them for working with you, and tell them how much you look forward to working with them.<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">3. Ensure pre-approval or proof of funds (POF) is current<\/h5>\n\n\n\n<p>Ideally, your clients will already have the funds to buy a property through finance or their own money. They\u2019ll need a letter from their bank or lender to prove this. Finance offers have expiration dates, so check if there is enough time to go through the transaction process.&nbsp;<\/p>\n\n\n\n<p>If there isn\u2019t, ask your client to apply for an extension. If they don\u2019t have a pre-approval letter or POF, ask them to get one as a priority.<\/p>\n\n\n\n<p><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdJ45_OrkDs1krMFguWCWR0EQmbKWWlclRt0kIRxh4emiBCvqPexkMFXMvFCd4DqHXKLNym3w4lBo_TqD7RdEDH1M_eK8JOGH4oYANlxsRxRXGvIogHVEz19Sp4yABLkFpAiQvBVShimuftp_377PMEaJZC?key=A5sEOHE5gz03OtBHI68YtK3E\" style=\"width: 1000px;\"><\/p>\n\n\n\n<h5 class=\"wp-block-heading\">4. Get a signed buyer agency agreement<\/h5>\n\n\n\n<p>Having a signed agreement in place is critical for buyer\u2019s agents. A good buyer agreement contract should cover the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Exclusivity: <\/strong>This is a statement that the buyer will not work with any other real estate agent while under contract with you.&nbsp;<\/li>\n\n\n\n<li><strong>Contract length:<\/strong> How long your contract will be active for\u201490 days is standard.<\/li>\n\n\n\n<li><strong>Termination rights: <\/strong>In other words, under what conditions will the contract end early, and what will happen afterward.<\/li>\n\n\n\n<li><strong>Compensation: <\/strong>The commission you will receive when the buyer purchases a home.&nbsp;<\/li>\n\n\n\n<li><strong>Property description: <\/strong>A detailed specification of the property your clients want to buy. This clarifies what you are looking for and can help manage client expectations.&nbsp;<\/li>\n\n\n\n<li><strong>Your duties:<\/strong> A list of things you will and won\u2019t do as their buyer\u2019s agent.<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">5. Set up a property search<\/h5>\n\n\n\n<p>Next, look for properties that match your buyer\u2019s requirements. Most agents usually start by searching their multiple listings service (MLS).&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeCMheMN90YipuOydBJxixpJ7TZqTyv9fqKnAXw-b7UDY8t8kxKBJN5avSLOAh5aDoH2pw45zu5RbmdzKx2fUF8Ei6nPIxlHklA4EKDULRMwuZX2KeqV54am2iUQlAG5Rmri8INHiBTqR7ZqhmOdqk1kVJD?key=A5sEOHE5gz03OtBHI68YtK3E\" alt=\"\"\/><\/figure>\n\n\n\n<p>The next steps are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make a shortlist of suitable properties.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ask your clients which ones they are interested in and would like to visit.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Attend all property viewings or open houses with your clients and establish what they like or dislike about each.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If your client doesn\u2019t want to make an offer on any of the properties you\u2019ve visited, review their feedback on the ones you attended. Use this to inform a more detailed property search.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Making Offers<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/4vorMrndqoAIeGVVFj6golCvwH0g7L44X9ihmVm8fNViV2MZqJ8irCTRnKLG9-rQF6G3LTnni1KL2bU3G0thXbDJadQefpiX5j-PPpNQ2NVevW04HbYJhz1hLSibQqhx4SO4MVugNjCpfMYGK8J4vds\" alt=\"\"\/><\/figure>\n\n\n\n<p>This is where the buyer\u2019s agent helps their client get the best possible deal on a property. Here\u2019s how to do this:<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">1. Run comparative market analysis (CMA)&nbsp;<\/h5>\n\n\n\n<p>Determine the property&#8217;s worth based on current market conditions by looking at the selling value of similar properties in the local area.&nbsp;<\/p>\n\n\n\n<p>Consider factors like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Location.<\/li>\n\n\n\n<li>Age.<\/li>\n\n\n\n<li>Size.<\/li>\n\n\n\n<li>Construction.<\/li>\n\n\n\n<li>Style.<\/li>\n\n\n\n<li>Condition<\/li>\n<\/ul>\n\n\n\n<p>Discuss this with your client and help them decide whether to make an offer and how much it would be.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">2. Notify the listing agent of an incoming offer<\/h5>\n\n\n\n<p>You now need to email your offer to the listing agent. However, the problem is that every real estate professional gets a lot of emails, and they could easily miss yours.&nbsp;<\/p>\n\n\n\n<p>It\u2019s a good idea to call the listing agent and let them know that your client is going to make an offer, telling them to look out for it.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">3. Draft the purchase agreement or offer<\/h5>\n\n\n\n<p>Making an offer isn\u2019t just about telling the listing agent what your client will pay. You\u2019ll also need to list their terms and conditions, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contingencies:<\/strong> For example, a contingency stating that your client won\u2019t be expected to buy the property if they are rejected for finance.&nbsp;<\/li>\n\n\n\n<li><strong>Requests for the seller:<\/strong> How much will your client expect the seller to pay towards closing costs?<\/li>\n\n\n\n<li><strong>Timeline: <\/strong>Set some key dates, like when you expect the seller to respond to your offer and when you plan to close on the property.<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">4. Negotiate<\/h5>\n\n\n\n<p>A seller can choose to accept, reject, or send a counteroffer. They can only accept or send a counteroffer to one buyer at a time.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXd8LsUgVbSvx_QCZyNDR0co_A89RRoWy6D-qp3hNl3zauyUIlSITGrbUhUBgVTmhYdcoxki4kjmEYqmt1LVQwVL9cONXUThyAki0c-Vj88iAJseDAkoGM5OD47H0QC-ayZz9IlXn46AyIz5v8sf5nvVV0t6?key=A5sEOHE5gz03OtBHI68YtK3E\" alt=\"\"\/><\/figure>\n\n\n\n<p>Your buyer can either accept or reject the seller\u2019s counteroffer or send their counteroffer. Negotiations can continue indefinitely until one party accepts or rejects an offer.&nbsp;<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">5. Obtain all the signed documents<\/h5>\n\n\n\n<p>Once an offer is accepted, both parties sign a purchase agreement. For your buyers, this means they pledge to buy the property and can\u2019t back out unless a contingency is broken.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Under Contract<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/2-D9ksayS6aphy9OPQbYVL3IEvrFTdBeLTGekl45tdi3SthcR0vQJqEhUsVaNjdiF90MwbxvoQyCzdXDI9qm8UaiVzVSU1Zugam_Q2dA3HU3SnrQRxfj3F3n38ABZjmL_ro9XLVBUHEfA5F68ymJJ8w\" alt=\"\"\/><\/figure>\n\n\n\n<p>This part of the buyer checklist involves several critical deadlines. At this stage, an admin or a transaction coordinator might be assigned many of these tasks.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">1. Change the status in Paperless Pipeline to Pending<\/h5>\n\n\n\n<p>Now that your buyer is under contract, you must move the transaction into the pending category on your transaction management tool.&nbsp;<\/p>\n\n\n\n<p>This is easy in Paperless Pipeline\u2014open the transaction, scroll down to the \u201cStatus\u201d drop-down menu, and select \u201cUnder Contract.\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/0xgaJ5tsXD5dWnUic1YBX5PLKqesKdvrGD5H5hgk-q0JybOMvJe3X7C_UXFXeEnPCLinSYW9XHAdwEYPziVg0m65MwNpX5ed5iCtcMQRj7P4rHiuyY63gmCZabZgVOJ0G09jqaJ97Jjpm9HDAN8TSMk\" alt=\"\"\/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">2. Confirm earnest money or collect the receipt<\/h5>\n\n\n\n<p>Your client must deposit money into an escrow account to prove they intend to buy the property. This deposit is usually around one to 3% of the sale price.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdiwv1ParOExsZdEMcVeHe1XWJPIiOIqEF1x6QWNuRfvaLLvT37Vzdy0_Aw-rT6D4FRnu0ZOAgoUA1Vrzym3klk2ZWmb6gQT93zDJfAoGU0EYdqcwEXMGQbKJP81cW3Eqgm98cKGX8-LMiY8DRXjmr4PdXv?key=A5sEOHE5gz03OtBHI68YtK3E\" alt=\"\"\/><\/figure>\n\n\n\n<p>If the buyer backs out of the deal, the seller will keep all or part of the deposit.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">3. Request the lender to order a title survey<\/h5>\n\n\n\n<p>Once a deposit is paid, you should contact your client\u2019s mortgage lender and ask them to order a title survey. Title companies perform a title search and check public records to confirm that the seller owns the property as described and has the right to sell it to you.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">4. Request the lender to order an appraisal<\/h5>\n\n\n\n<p>You\u2019ll also need to ask the lender to order an appraisal, which is when they inspect the property to ensure that it is worth what your client is paying for it.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">5. Assist the buyer with scheduling inspections as needed<\/h5>\n\n\n\n<p>Your buyer must arrange inspections to ensure they are satisfied with the property\u2019s condition. Most homes will only require a general inspection, but a specialist inspection might be worth considering in some cases. You\u2019ll receive an inspection report following this step that forms part of the deal and this is where you\u2019d help your client with negotiating repairs.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">6. Verify that all title work is complete<\/h5>\n\n\n\n<p>Check that you have received the title report and everything is in order. If there are problems with the title, you should inform the buyer and then point them out to the seller.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfRoj3-8lagv70mXsDDWQQGePVmX26IthX-jIvTxkwtncY9ZzERgoxx4w6HdhG6mU9fKDcitjJKiRBlz3t6KgM4T2GzXn6RQ6LxXrYdVNeF8WeDJPk1qNzJgyo1BD3p8mb0zQH6O66fR-FGCTTy-bcj0Mcg?key=A5sEOHE5gz03OtBHI68YtK3E\" alt=\"\"\/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">7. Verify that the appraisal has passed<\/h5>\n\n\n\n<p>An appraisal report should only take a few weeks to complete. If the value stated in the appraisal report is higher than your client has agreed to pay, you don\u2019t need to do anything.<\/p>\n\n\n\n<p>However, if the property is worth less than what you are borrowing, your lender may withdraw its initial finance offer, and your client will need another mortgage offer.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">8. Review inspection reports with the buyer<\/h5>\n\n\n\n<p>Sit down with your client and discuss the issues highlighted in the inspection reports. Are these priced into the house&#8217;s value? Are there any that involve significant repair costs?<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">9. Assist the buyer with ordering a home warranty (if applicable)<\/h5>\n\n\n\n<p>Home warranties cover homeowners for repair and maintenance issues at their property. This differs from insurance, which covers a wider range of more serious issues\u2014like fire or criminal damage, usually for new homes.<\/p>\n\n\n\n<p>Some home warranties contain clauses that prevent coverage for common issues, so it\u2019s worth helping your client read the small print to understand what they are buying.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">10. Remind the buyer to purchase homeowner\u2019s insurance<\/h5>\n\n\n\n<p>Most mortgage companies insist their clients buy homeowner\u2019s insurance as part of their finance agreement. Your client must prove they have it before the lender will release the funds to purchase the property.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdIp0fD6aSj65HdWgcM24101AyiM6KvVmFI5zzXc7sgJKDpVO7N4SbVKFMytzd7tM813qVuO-WKaEfWkqNqc8J6GOgy2-B0ZDVR-ZIeGbIN85DH1X8VzSpiE9M3WS3T1PnClSMnXPUuN7SQszuVpVlSQfBB?key=A5sEOHE5gz03OtBHI68YtK3E\" alt=\"\"\/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">11. Confirm the lender\u2019s clear to close<\/h5>\n\n\n\n<p>Once the mortgage lender is satisfied that it has everything it needs to release the funds, it will issue a \u201cclear to close,\u201d which triggers the final stages of a deal. After this, a loan officer will schedule a time and date for the closing meeting and assemble the final documents.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">12. Remind the buyer to coordinate the utility transfer<\/h5>\n\n\n\n<p>This isn\u2019t critical for the real estate process, but is a helpful reminder for your client. There\u2019s nothing more frustrating than paying for bills on the wrong property and not having water, electricity, or internet. First time buyers might not know that this is a step they need to take.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXe39msQ65Y-eKC76E9xmknkB6CnbwNNHLw1V5-X5WgLh4ct6c-RkfI-Akrg5fZBKAle7VG94uzFF-X82wCH2W1YWBxHTzO7RyFinGXu7Oz9Sx52pE5raPAEuul5fAA6-8eNq8Ng8bwPv5jX_AnoIguWDyg?key=A5sEOHE5gz03OtBHI68YtK3E\" alt=\"\"\/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">13. Confirm the closing date and time<\/h5>\n\n\n\n<p>Ensure your client knows when and where the closing meeting will be, and tell them what to expect. Offer to attend the meeting with them for support and to celebrate the big day.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">14. Send the final walkthrough and closing email to the buyer<\/h5>\n\n\n\n<p>The final walkthrough is your buyer\u2019s last chance to view the property and highlight any issues before closing the deal. At this stage, some of the issues identified during the inspections may have been addressed\u2014this will be your client\u2019s chance to review the work and ensure they are happy with it.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">15. Purchase the closing gift<\/h5>\n\n\n\n<p>Send your client a <a href=\"https:\/\/www.paperlesspipeline.com\/blog\/going-beyond-the-keys-8-ideas-for-real-estate-closing-gifts\">card and a present<\/a> to congratulate them on their new home and thank them for choosing you to represent them. This is usually a good time to ask them for a reference, get a photo with you to post on a social media platform, or get them to rate you online.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcNxceFYo74fM7ASs7q9sMT7yB0oB-ADn2Z3is6FuB8LdxFZ46IHp5G3_CwPJTmUjtf2KdEr4v-R2ZcdzU98Pw7taXM9Fv_EeZAgJIOAICIjSj5v9--bw0C7Mps9Wgi47I88UoR3I4iUzZdexnfeV7ZkmA?key=A5sEOHE5gz03OtBHI68YtK3E\" alt=\"\"\/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">16. Review and confirm Commission Disbursement Authorization (CDA)<\/h5>\n\n\n\n<p>As the buyer&#8217;s agent, you&#8217;ll want to take a look at the Commission Disbursement Authorization (CDA) when it comes in from the listing agent. Double-check that the commission split and payment details are correct. If something doesn\u2019t look right, it\u2019s important to reach out to the title company or attorney to get it sorted before closing.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">17. Ensure that no additional amendments are required<\/h5>\n\n\n\n<p>Real estate deals can take a long time to complete, and many things can change during the process. This may mean that changes or modifications must be made to the purchase agreement or contract.&nbsp;<\/p>\n\n\n\n<p>Some examples include:<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Price amendment<\/h5>\n\n\n\n<p>The buyer and seller may agree to amend the purchase price if negotiations result in a different agreed-upon amount. This might happen because:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>An inspection revealed repairs need to be made to the property.<\/li>\n\n\n\n<li>The appraisal came in lower than expected.<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">Closing date amendment<\/h5>\n\n\n\n<p>Due to unforeseen circumstances, parties may need to change the originally agreed-upon closing date. For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Delays in financing approval.<\/li>\n\n\n\n<li>Title issues.<\/li>\n\n\n\n<li>Personal scheduling conflicts.<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">Inspection amendment<\/h5>\n\n\n\n<p>If a home inspection uncovers issues that were not previously disclosed, the parties may negotiate amendments to address repairs, credits, or concessions. For example, the seller might agree to make specific repairs, offer a credit, or reduce the purchase price.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">18. Review the closing disclosure and settlement statement<\/h5>\n\n\n\n<p>These are two documents:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>Settlement Statement<\/strong> outlines the financial details of the transaction, including all parties involved, costs, and adjustments.<\/li>\n\n\n\n<li>The <strong>Closing Disclosure<\/strong> details your client\u2019s mortgage loan, including the loan terms, monthly payments, and fees.<\/li>\n<\/ul>\n\n\n\n<p>Once reviewed, you\u2019ll want to ensure your clients get copies to sign, and if anything seems off, it\u2019s important to address it with the closing agent or attorney before the big day.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The post-closing stage<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/HcOaO4Ke8LYNEgus4S5QdmAHMgiGvt6H5ffdZwFOp0I9A1mvCm4OizwBw1cHlfOsUR8ilrWkiq3Ozn33rTRXP7i4qL5tx-o7pSzlhkkCxqwRcarFMKqTlECmj5ud5l9TAm85pV-OuWRlMJ9FBqndWtI\" alt=\"\"\/><\/figure>\n\n\n\n<p>Even after a deal is completed, there are still a number of critical marketing and compliance tasks that need to be fulfilled.&nbsp;<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">1. Send the vendors a thank you email<\/h5>\n\n\n\n<p>Typically, at the end of a real estate deal, it\u2019s a nice gesture for buyers agents to thank all parties involved in the transaction. This could include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lenders.<\/li>\n\n\n\n<li>Attorneys.<\/li>\n\n\n\n<li>The title company.<\/li>\n\n\n\n<li>Transaction coordinators.<\/li>\n<\/ul>\n\n\n\n<p>In other words, anyone who helped the process move smoothly. This will help you foster good relationships\u2014you never know who you might work with again.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">2. Add the buyer information to your customer relationship management (CRM) platform<\/h5>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcWOfpfFELOZv5cbgn7LeTleegPKaA_j5ELqVFuR9nHv9-n-SgeV1MefXwfw6Xg78y5zQGCQ5qictHPPBVfB3CgA2T26y7qUtaDQdSFXGDyFzy_UMUFnbxS5I_M8P4_IzDgXHYUyJNlaWI7Gj15gZVhiJPL?key=A5sEOHE5gz03OtBHI68YtK3E\" alt=\"\"\/><\/figure>\n\n\n\n<p>Just because your client has recently bought a home doesn\u2019t mean the relationship ends there. Adding them to your CRM and staying in touch with them will pay dividends in the long run.&nbsp;<\/p>\n\n\n\n<p>The average U.S. homeowner moves house every <a href=\"https:\/\/www.attomdata.com\/news\/market-trends\/figuresfriday\/top-10-u-s-metros-where-homeownership-tenure-is-increasing\/\">5.59 years<\/a>, so staying in touch with these existing clients is essential. This way, they&#8217;ll think of you when they come to sell their home.&nbsp;&nbsp;<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">3. Submit the final documents to brokerage compliance<\/h5>\n\n\n\n<p>All documents required by your broker must be:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Signed.<\/li>\n\n\n\n<li>Fully executed.<\/li>\n\n\n\n<li>Uploaded to your document management system.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>This step is critical for brokerage compliance, and some brokers won\u2019t issue an agent\u2019s CDA if they don\u2019t take this step.&nbsp;<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">4. Change the status in Paperless Pipeline to Closed<\/h5>\n\n\n\n<p>The final stage is to close off the transaction in Paperless Pipeline. As before, open the contract, click the status drop-down menu, and choose \u201cClosed.\u201d Paperless Pipeline will store the transaction details for up to 10 years.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Create Powerful Checklists with Paperless Pipeline<\/h2>\n\n\n\n<p>The checklist in this article provides a solid foundation for buyer&#8217;s agents, but spreadsheets have their limitations\u2014they\u2019re not designed to manage the entire transaction process, and they don\u2019t integrate with other apps.<\/p>\n\n\n\n<p>Plus, keeping track of all the tasks and deadlines in a spreadsheet can be overwhelming, and it\u2019s easy to forget something important.<\/p>\n\n\n\n<p>That\u2019s where Paperless Pipeline\u2019s transaction management software steps in. Our platform lets you create customized, automated checklists, so you can stay organized and on top of every detail without the hassle. Here&#8217;s how it helps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Critical deadlines are met.<\/li>\n\n\n\n<li>You can track important documents.<\/li>\n\n\n\n<li>You can keep each deal moving forward faster, with fewer errors.<\/li>\n\n\n\n<li>Agents can focus on selling.<\/li>\n<\/ul>\n\n\n\n<p>Sign up for a <a href=\"https:\/\/www.paperlesspipeline.com\/\">14-day free Paperless Pipeline trial<\/a> to find out if our software is the right solution for your brokerage.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As a buyer\u2019s agent, staying organized is crucial to keeping deals on track. This checklist will guide you through every step of the process, ensuring you meet all milestones and deadlines. <br \/><a href=\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist\" class=\"excerpt-continue-reading\">Continue reading <span class=\"meta-nav\">&raquo;<\/span><\/a><\/p>\n","protected":false},"author":14,"featured_media":4464,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-4256","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Ultimate Real Estate Buyer Agent Checklist: Everything You Need To Know<\/title>\n<meta name=\"description\" content=\"This article provides a real estate template checklist for buyer\u2019s agents. It talks you through each stage and task one at a time.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Ultimate Real Estate Buyer Agent Checklist: Everything You Need To Know\" \/>\n<meta property=\"og:description\" content=\"This article provides a real estate template checklist for buyer\u2019s agents. It talks you through each stage and task one at a time.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist\" \/>\n<meta property=\"og:site_name\" content=\"Effective Transaction Management Tips for Real Estate\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/paperlesspipeline\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-03T16:16:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-13T18:03:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2023\/10\/unnamed-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1066\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Lauren Rubadeau\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lauren Rubadeau\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"16 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist\"},\"author\":{\"name\":\"Lauren Rubadeau\",\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/#\/schema\/person\/dbdd5bc738daea70e6d3885d081b7871\"},\"headline\":\"The Ultimate Real Estate Buyer Agent Checklist: Everything You Need To Know\",\"datePublished\":\"2023-10-03T16:16:23+00:00\",\"dateModified\":\"2025-01-13T18:03:11+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist\"},\"wordCount\":2684,\"publisher\":{\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2023\/10\/unnamed-1.png\",\"articleSection\":[\"Blog\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist\",\"url\":\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist\",\"name\":\"The Ultimate Real Estate Buyer Agent Checklist: Everything You Need To Know\",\"isPartOf\":{\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.paperlesspipeline.com\/blog\/real-estate-template-the-ultimate-buyers-agent-checklist#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2023\/10\/unnamed-1.png\",\"datePublished\":\"2023-10-03T16:16:23+00:00\",\"dateModified\":\"2025-01-13T18:03:11+00:00\",\"description\":\"This article provides a real estate template checklist for buyer\u2019s agents. 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