First Meeting

Before: Buying Process Overview: First Meeting

The First Meeting with your real estate agent is critically important for both you and your real estate agent to exchange important information about how the entire process of buying (or selling a home for that matter) should and will likely progress.

The First Meeting is the first step in the Buying Process Overview process.

The First Meeting process is shown visually below.

first-meeting-with-real-estate-agent-nothing-selected

Complete "First Meeting" checklist

Buying Process Overview First Meeting Optional Ultimate Nomad Checklist Week 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.

First Meeting Ultimate Nomad Checklist Week 1

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 Meeting Ultimate Nomad Checklist Week 1

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.

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 Meeting Ultimate Nomad Checklist Week 1

Complete "First Meeting: Paperwork" checklist

Complete the "First Meeting: Paperwork" checklist:

https://RealEstateFinancialPlanner.com/paperwork/

ASAP First Meeting First Meeting: Paperwork Ultimate Nomad Checklist Week 1

Complete "First Meeting: Professional Services Provided" checklist

Complete the "First Meeting: Professional Services Provided" checklist:

https://RealEstateFinancialPlanner.com/professional-services-provided/

ASAP First Meeting First Meeting: Professional Services Provided Ultimate Nomad Checklist Week 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/

ASAP First Meeting First Meeting: Your Real Estate Goals Goals Ultimate Nomad Checklist Week 1

Complete "First Meeting: Financing" checklist

Complete the "First Meeting: Financing" checklist:

https://RealEstateFinancialPlanner.com/financing/

ASAP Financing First Meeting First Meeting: Financing Ultimate Nomad Checklist Week 1

Complete "First Meeting: Receive Property Lists" checklist

Complete the "First Meeting: Receive Property Lists" checklist:

https://RealEstateFinancialPlanner.com/receive-property-lists/

ASAP First Meeting First Meeting: Receive Property Lists Property Search Ultimate Nomad Checklist Week 1

Complete "First Meeting: Analyze Deals" checklist

Complete the "First Meeting: Analyze Deals" checklist:

https://RealEstateFinancialPlanner.com/analyze-deals/

Analyzing Deals ASAP First Meeting First Meeting: Analyze Deal Ultimate Nomad Checklist Week 1

Complete "First Meeting: Write Offer" checklist

Complete the "First Meeting: Write Offer" checklist:

https://RealEstateFinancialPlanner.com/write-offer/

ASAP First Meeting First Meeting: Write Offer Making Offers Ultimate Nomad Checklist Week 1

The First Meeting with your real estate agent consists of the following steps with brief explanations of what is included in each step:

Paperwork – Go over the paperwork that allows your real estate agent to represent you and your best interests and, in almost all cases, be paid by the seller. This outlines what responsibilities and obligations your real estate agent has to you and what your responsibilities and obligations are to your real estate agent.
Professional Services Provided – During this stage you and your real estate agent will discuss what parts of the buying process your real estate agent is willing and able to provide to you. You should also discuss what parts of the process are performed by other professionals and who those other professionals are including referrals and recommendations.
Your Real Estate Goals – This one of my favorite parts of these meetings. Your real estate agent and you should sit down and discuss what your goals are and formulate a practical, achievable plan for you to achieve those goals. This may include modeling your Nomad plan using the Real Estate Financial Planner™ software.
Financing – During this stage you will discuss a financing plan with your real estate agent. You’ll usually also discuss which lenders you will be calling and what you hope to accomplish on those calls.
Receive Property Lists – During this stage you and your real estate agent will discuss how you’ll receive property lists and what kinds of properties you want to appear on those lists.
Analyze Deals – During this stage you and your real estate agent will discuss how to analyze a property to make sure that the properties you’re considering would make great Nomad rental properties once you move out.
Write Offer – You won’t actually be writing an offer at this stage, but you will be discussing what goes into writing an offer so you know the very broad strokes of what is required and how it works.

Buying Process Overview Buying Process Overview Paperwork

IMPORTANT NOTE: This checklist is based on what I personally use with clients in Northern Colorado. Please rely on your local real estate agent for how it works in your local real estate market. This process will definitely vary in different States.

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