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Buyer Pipeline Opportunity Checklist Template
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KW Command
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Phase 1: CultivateWatch Lead (6-12 Months) - 5%Nurture Lead (3-6 Months) - 7%Hot Lead (Looking Now) - 10%
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Get Phone Number Of Lead (BeenVerified.com)Get Birthday (Facebook) and Add Birthday Smart PlanAdd/Update to 8x8 if you have Twilio integration with Command
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Get Email Of LeadAdd/Update to Mid-Term Nurture (Touch every 14 days) Bi Weekly NN, Phone, SMS for 3 Months)Add to Bi-Weekly Neighborhood Nurture if you don't have Twilio
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Get the Lead's Current Address (Realist)Get Home Anniversary (or when lease ends)Review Ideal Client Sheet - http://bit.ly/kwkidealclient
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Add Neighborhoods of Interest to Command Contact Record
Ask more about NeighborhoodsCall and Set Appointment for Prequalification Call
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Add to Long Term Nurture (Touch every 10 days - Monthly NN, Phone, Email, SMS for 6 Months)Send a Video Email introducing a member of your team - Lender, Title Rep, etc.Share KW Search App, if you haven't already
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Send nice to talk to you/meet you video textSend Video Text with relevant market info
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Send Video Email with relevant market info (create a template and switch out video monthly/quarterly)
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Phase 2: AppointmentPrequalification Call + Schedule Appt - 10%Prep for Initial Appt - 20%Kept Appt - 30%
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Print Prequalification Questions to ask during call - http://bit.ly/kwkbuyerprequalSend Reminder/Calendar Invite To Buyer for upcoming appointmentSet up on MLS emails with Buyer criteria
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Set appointment with no more than two potential times for appointmentStart To Create Client FolderThank you for meeting text with a short "What's Next" text (keep it short, tell what's the next step
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Schedule Buyers ConsultInclude Contact Info, MLS Printouts from Research, etc.Handwritten note
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Assist Buyer w/ Pre-Approval from LenderPrepare Buyer Brokerage Agreement Forms: Click for the checklist: https://drive.google.com/drive/folders/13SEkN19Yu0S9AWfZervf-uh37gQiCMP1Update Contact notes with conversation points and intake form
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Update Contact notes with conversation pointsPrepare Buyer Presentation in Command: https://youtu.be/9UqKlzrZNncSend Buyer Brokerage Agreement if not signed at meeting. Click for steps to send in DocuSign: https://youtu.be/kk8DNWAZSLU
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Reserve Conference Room in office for meetingObtain estimated cost/fee sheet from lenderSet Up Buyer with Buyer Tips SmartPlan drip emails (contact@juleahdesigns.com to have that added for you!)
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Email Introduction and reminder/calendar invite of Appt to buyerConfirm appt via Text 48 hours prior to apptAdd reminders to calendar to check in via calls or text weekly with Buyer
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Phase 3: ActiveSearching + Showing Properties - 50%Property Identified - 60%Negotiations - 70%
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Search For & Compile Properties To Show Client in MLSRun Comps for propertySubmit & Negotiate Terms of Offers on Client's Behalf
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Reach out to Contacts in Neighborhoods that own to consider if will sellPrepare estimated cost/fee sheet with lender to review with buyerConfirm Listing Agent received offer
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Set up search criteria on Craigslist for any FSBOPrepare offerUpdate Opportunity Details As Needed in Pipeline
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Mail/doorknocker for interested Buyer areasReview offer with buyer
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Post to KW Kauai Facebook group to see if any Agents have new listings are coming up soonReceived signed offer from buyer
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Set Up Times To Show Client PropertiesUpdate Opportunity Details As Needed in Pipeline
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Update Opportunity Details in Pipeline
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Phase 4: Under ContractAcceptance of Offer - 80%Contingencies - 90%Clear to Close - 95%
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Received Accepted Contract from Listing AgentObtain Disclosures From SellerPreclosing - Verify Clear to Close by Lender
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Call/Email Buyer to Congratulate Them and tell them "What's Next" (keep it short, schedule inspections, deposit EMD, etc.)Confirm Delivery to Escrow PackageMake Sure There Are No Outstanding Items With Escrow
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Agent lets the buyer’s agent know to copy karla@juleahdesigns.com on everythingAgent will generate DDRAK send Closing Template email to Buyers to remind them of closing day essentials i.e. Change utilities, remind of closing date, bring license, etc.
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K - Send introduction template email to Buyers and the listing agentK to make sure DDRA is signed before end of DD unless no repairs and will distribute to Listing Agent.K make sure Buyer has signed the initial numbers with Lender for CD (TRID Law)
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Email Contract to Lender and request Appraisal to be orderedReview all required forms and paperwork are completed in DocuSign/Compliance & confirm with MCA/Compliance Officer
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Email Contract to Escrow and request wiring instructionsVerify Home Protection Plan Has Been Ordered
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Remove Buyer from MLS Searches and any Buyer Drip EmailsCoordinate Home Inspection Choice & Appt.Final Walk Through Approx. (5) Days Before Closing
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Schedules the closing (Darlene,McNaught and Clements is our preferred)Confirm w/ Listing Agent When Inspections Are ScheduledConfirm Escrow Received Loan Docs
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Send Buyer Contract, Timeline, Wiring Instructions, and a List of InspectorsObtain Inspection ReportReceived Estimated Settlement Statement and compare to original estimated cost/fee sheet from lender
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Upload all forms to Documents tab (Docusign) for ComplianceReview & Approve Home Inspection or Request of RepairsCall/Email Escrow to find out availability for signing appointment
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Set up reminder to Call/Email Buyer Weekly or every other day with Updates during Escrow ProcessRemove Inspection ContingenciesSchedule signing appointment with Buyer
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Give Buyers List of Home Protection Plan ChoicesSet up Appraisal for BuyerSet expectation with buyer on when to receive keys
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Complete Commissions tab for Commission DisbursementConfirm w/ Lender Appraisal is OrderedRemind Buyers To Turn On Utilities
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Confirm Earnest Money DepositConfirm Appraisal Is In @ Value or prepare AddendumCoordinate Possession & Keys/Removal of Lockboxes by Listing Agent
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Call To See If There Are Any Requests From The LenderFollow up with Lender on status of LoanConfirm Lender funded loan
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If Referral, send Referrer an updateConfirm w/ Lender There Are No Outstanding ConditionsConfirm Title recorded
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Upload & Submit Executed Contract Paperwork in KW CommandRemove Appraisal & Loan ContingenciesCall Buyer to Congratulate and coordinate Keys for Buyer
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To confirm if Client wants a Survey?Received Prelim, review, and forward to BuyerOrder Gift For Buyers
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Agent to set up Inspections Buyer - Review & Approve PrelimUpdate Opportunity Details As Needed in Pipeline
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Confirm w/ Listing Agent when Termite Inspections Are ScheduledK make sure paralegal has sent wiring instructions to buyers and Buyers know to schedule a time at their bank (if needed) to wire funds
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Obtain Termite ReportK send Closing Template Email to remind all parties of closing
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Review & Approve Termite ReportK make sure Buyers have wired the needed funds
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Submit Home Protection Plan Choice To Escrow
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Contingency Removals
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Phase 5: ClosedClosed - 100%
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Update Contact with new AddressIf Referral, send Thank You Card and gift to Referrer
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Update Anniversary Date in ContactDeliver Gift To Buyer
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Ask For Referral / TestimonialSend Thank You Card To Listing Agent with invite to chat about KWB to grow downline
Create/Order Just Sold Marketing Pieces email: contact@juleahdesigns.com
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Get Photo In Front Of House W/ Buyers Post Photo w/ Permission Of BuyersSet-Up Schedule For Client Follow-Up After Close Of Escrow
Put "Just Sold" Sign In Front Yard & Set Reminder To Take Down After 2 Weeks
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Add Tag in Database: 'Past Client'
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Upload Signed Closing Paperwork to Command i.e. CD, MLS Closed Database, DDRA
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