These are the checklists related to First Meeting.
Often we do not have enough time to go over everything in detail, so these tasks do cover all the info you should get at that point.
When you click on the task, you can also see the tags that task is filed under. You can also click on the tag to see other tasks with that tag.
- Complete "First Meeting" checklist
Complete the "First Meeting" checklist:
https://RealEstateFinancialPlanner.com/first-meeting/
Buying Process OverviewFirst MeetingOptionalUltimate Nomad ChecklistWeek 1
- Receive a copy of the original "Nomad" book
For clients buying and/or selling a home with me in Northern Colorado, I usually give them a copy of the original "Nomad" book at the first meeting.
Others can see a copy of it at:
https://www.amazon.com/Nomad-Mr-James-Orr/dp/1518868959/
Local clients... mark complete when you've received a copy of the book. Others can mark this complete.
- Receive a copy of "Northern Colorado Real Estate Advisor" book
For my clients buying and/or selling a home with me in Northern Colorado, I usually give them a copy of the "Northern Colorado Real Estate Advisor" book at the first meeting.
Others can see a copy of it at:
https://www.amazon.com/Northern-Colorado-Real-Estate-Advisor/dp/1512173142/
Local clients... mark complete when you've received a copy of the book. Others can mark this complete.
- Get Premium Nomad access on RealEstateFinancialPlanner.com
Clients buying and/or selling a home with me in Northern Colorado also get free Premium Nomad access.
Register for a free account:
https://RealEstateFinancialPlanner.com/free/
Then, email me at [email protected] to let me know what email address you used to register on RealEstateFinancialPlanner.com. In that same email, ask me to upgrade you to Premium Nomad.
Once I manually upgrade you, I will reply back and you will be able to access the Premium Nomad content including dynamic checklists (like this one you're reading right now), Nomad Calculator and recordings of over 40 Nomad classes.
- Complete "First Meeting: Paperwork" checklist
Complete the "First Meeting: Paperwork" checklist:
https://RealEstateFinancialPlanner.com/paperwork/
ASAPFirst MeetingFirst Meeting: PaperworkUltimate Nomad ChecklistWeek 1
- Complete "First Meeting: Professional Services Provided" checklist
Complete the "First Meeting: Professional Services Provided" checklist:
https://RealEstateFinancialPlanner.com/professional-services-provided/
ASAPFirst MeetingFirst Meeting: Professional Services ProvidedUltimate Nomad ChecklistWeek 1
- Complete "First Meeting: Your Real Estate Goals" checklist
Complete the "First Meeting: Your Real Estate Goals" checklist:
https://RealEstateFinancialPlanner.com/your-real-estate-goals/
ASAPFirst MeetingFirst Meeting: Your Real Estate GoalsGoalsUltimate Nomad ChecklistWeek 1
- Complete "First Meeting: Financing" checklist
Complete the "First Meeting: Financing" checklist:
https://RealEstateFinancialPlanner.com/financing/
ASAPFinancingFirst MeetingFirst Meeting: FinancingUltimate Nomad ChecklistWeek 1
- Complete "First Meeting: Receive Property Lists" checklist
Complete the "First Meeting: Receive Property Lists" checklist:
https://RealEstateFinancialPlanner.com/receive-property-lists/
ASAPFirst MeetingFirst Meeting: Receive Property ListsProperty SearchUltimate Nomad ChecklistWeek 1
- Complete "First Meeting: Analyze Deals" checklist
Complete the "First Meeting: Analyze Deals" checklist:
https://RealEstateFinancialPlanner.com/analyze-deals/
Analyzing DealsASAPFirst MeetingFirst Meeting: Analyze DealUltimate Nomad ChecklistWeek 1
- Complete "First Meeting: Write Offer" checklist
Complete the "First Meeting: Write Offer" checklist:
https://RealEstateFinancialPlanner.com/write-offer/
ASAPFirst MeetingFirst Meeting: Write OfferMaking OffersUltimate Nomad ChecklistWeek 1