Checklist Tags


These are the checklists related to First Meeting.

These tasks are the things we would typically cover ideally at the first meeting you have with your Real Estate Broker.

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.

  1. Complete "First Meeting" checklist
  2. 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.

    First MeetingUltimate Nomad ChecklistWeek 1

  3. 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.

    First MeetingUltimate Nomad ChecklistWeek 1

  4. Get VIP access to JamesOrr.com
    For my clients buying and/or selling a home with me in Northern Colorado get special access to password protected VIP resources on JamesOrr.com like recordings of previous NCREIG classes and charts and market stats.

    Register for a free account on JamesOrr.com:

    https://JamesOrr.com/register/

    Then, email me at [email protected] and let me know the email you used to create your account. In that email ask me to upgrade you to VIP status on JamesOrr.com.

    Once I manually upgrade you to VIP status, I will reply to your email and you will have access to class recordings and market stats.

    Class recordings: https://JamesOrr.com/ncreig-classes/
    Chart maker: https://JamesOrr.com/chart-maker/

    Additional links to charts are located on the homepage of JamesOrr.com as well: https://JamesOrr.com/

    First MeetingUltimate Nomad ChecklistWeek 1

  5. 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.

    First MeetingUltimate Nomad ChecklistWeek 1

  6. Complete "First Meeting: Paperwork" checklist
  7. Complete "First Meeting: Professional Services Provided" checklist
  8. Complete "First Meeting: Your Real Estate Goals" checklist
  9. Complete "First Meeting: Financing" checklist
  10. Complete "First Meeting: Receive Property Lists" checklist
  11. Complete "First Meeting: Analyze Deals" checklist
  12. Complete "First Meeting: Write Offer" checklist
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