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How to THRIVE as an Agent in a post Settlement world

Buyer’s Agent Edition

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STEP 1: THE CALL

  • Immediate Actionable Items
    • Call EVERY buyer

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NOT AN EMAIL OR A TEXT….A CALL

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STEP 2: THE RESEARCH

  • Create YOUR Stats (Document the wins)
  • Call your top 10 raving fans
  • Call your last 10 closed clients
  • Ask the Tough Questions
    • “What do you wish I would have done better”
    • “What could I have done that I didn’t”
    • “What were the things you were more Scared/confused about
    • “What did you learn that I didn't teach you”
    • “If you were referring me to a friend, why would you tell them to use me?”

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VIDEO TESTIMONIAL (We will edit the first 10)

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STEP 3: THE VALUE

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LET'S GET REAL HONEST WITH EACH OTHER HERE

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ADVISOR/BUILD RAPPORT/ABOVE AND BEYOND/GREAT SERVICE/COMMUNICATION/HERE IF THINGS GO WRONG/CONTRACT DEADLINES/MANAGE THE TRANSACTION/CLIENTS ARE MY FRIENDS

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AND THE 91 POINTS FROM NAR

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THE BUYERS PRESENTATION

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Influence Objective

  1. Remove FEAR
  2. Create FOMO
  3. Total Clarity Of The Process
  4. Remove Every Possible Stress Point
  5. Give a Post Closing Roadmap
  6. Needs Vs Wants
  7. BUYER’S REPRESENTATION AGREEMENT
  8. Create Special Moments DURING The Process

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1. REMOVE FEAR

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But will it??

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The Client Consultation

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SAME PRICE = SAME PAYMENT

Payments can vary dramatically house by house (taxes, insurance, flood, CDD, HOA)

Taxes: $3,051.19

Taxes: $6,556.74.19

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INSURANCE MATTERS

  • Age of Roof
  • Shape of Roof
  • FLOOD
  • Condo Master
  • INSPECTIONS
    • Requirements
    • Benefits

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CONFIDENCE WHEN LOOKING AT HOMES

Add the HOA Costs and what's included

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2. CREATE FOMO

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Buydown Strategy =

More Home AND Same Payment

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MARKET VS YOU

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  • Sales Price vs List Price
  • Sales Price vs Appraised Value
  • Offer Acceptance Rate
  • Months of Inventory

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SOUTHWEST FLORIDA CONTINUES TO BE ONE OF THE FASTEST-GROWING AREAS IN THE NATION.

Lee County is expected to grow by 31% from 2025 to 2050, with Collier at 23% and Charlotte at 24%.

52% of adults aged 18-34 are still living with parents

Source: Pew Research study

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NOT buying

is

MORE

expensive

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3. Total Clarity Of The Process

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Clarity With The

Contract

What/Where/When

  • Escrow Deposit
  • Closing Date
  • Inspection
  • Title
  • Financing Cont.
  • Home Warranty
  • Force Majeure
  • Executed Dates
  • ADDENDUMS

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Clarity With Timelines

EFFECTIVE

DATE

INSPECTION

Closing Disclosure

and INSURANCE

Closing

    • 05/14/24

Loan App

Approval

Post closing

Appraisal

Escrow

Walkthrough

and

Wire

Utilities

to be switched

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Please Answer In The Chat

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What do you think is the client’s primary emotion upon offer acceptance?

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4. Remove Every Possible Stress Point

FEARS SOLUTION

  1. Contract Acceptance Contract Call
    1. Review Roadmap
    2. Introduce Key Players
    3. Set Expectations
    4. Escrow deposit
    5. Mortgage Company Documentation
    6. Talk Inspections
  2. Home Inspection Post Inspection Review
    • Renegotiations
  3. Appraisal Value Appraisal Review
  4. Loan Conditions and Loan Approval
  5. Closing Disclosures
  6. Walk Through
  7. Post-Closing Call

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5. Post Closing

Roadmap

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  • Post Closing Call (Presentation)
  • Relocation Strategy
  • Future Needs Monitoring Plan
  • Commitment to:
    • Annual CMAs
    • Annual Tax Deductible items for homeowners
    • Homestead/Save Our Homes Reminder
    • Service Provider Strategy
    • Annual Capital Gain Strategy (Campaign)
    • Future Real Estate Gameplan
    • Inner Circle Real Estate Game Plan
    • 1031 Exchange strategy (Campaign)
    • Insurance Review

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Conquer your move with our relocation app

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REAL ESTATE REPORT CARD

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REAL ESTATE REPORT CARD

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NO Client Left Behind

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6. Needs VS Wants

    • The Basics (bedroom, bath, etc.)
    • Location vs. Affordability vs. Drive Time
    • Pool now or later? Community Pool?
    • Immediate Necessary Repairs?
    • Have the UNCOMFORTABLE conversations
    • How can you achieve your goals AFTER closing?

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7. Buyer’s Representation Agreement

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8. Gifting Strategy

EFFECTIVE

DATE

INSPECTION

Closing Disclosure

and INSURANCE

Closing

    • 05/14/24

Loan App

Approval

Post closing

Appraisal

Escrow

Walkthrough

and

Wire

Utilities

to be switched

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GIFTS FROM BOTH

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Do You Want Your Own Personalized Buyer Presentation Deck?

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Scan The QR Code Below To Set Up A 1 on 1 Zoom Meeting