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Real Estate Agent Buyer Checklist
From first consultation through closing day
Use this checklist to guide each buyer client from the first conversation to the keys. It is organized by stage so you can see what is done, what is next, and what still needs a follow-up.
From first consultation through closing: financing, property search, offers, inspections and final walkthrough.
Best for: Buyer's agents who want a repeatable process for every buyer client.
5-page PDF · 60 checklist items · key dates and notes sections
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What's inside
1. Buyer Consultation · 9 items
- Confirm buyer names exactly as they will appear on the contract and loan
- Review the buyer's goals: timeline, must-haves, nice-to-haves and deal-breakers
- + 7 more in the PDF
2. Financing Readiness · 8 items
- Refer the buyer to one or more lenders if they do not already have one
- Obtain a written pre-approval letter and note its expiration date
- + 6 more in the PDF
3. Property Search & Showings · 6 items
- Set up a property search with agreed criteria and areas
- Schedule showings and confirm access instructions with listing agents
- + 4 more in the PDF
4. Writing & Negotiating the Offer · 10 items
- Review comparable sales and discuss offer price strategy
- Confirm earnest money amount, holder and delivery method
- + 8 more in the PDF
5. Under Contract · 13 items
- Record the Binding Agreement / effective date and calculate every deadline
- Distribute the fully executed contract to the lender, closing attorney or title company and buyer
- + 11 more in the PDF
6. Preparing for Closing · 7 items
- Confirm closing date, time and location (or remote signing) with all parties
- Remind the buyer to set up utilities, internet and trash service
- + 5 more in the PDF
7. Closing & After Closing · 7 items
- Complete the final walkthrough and note any issues
- Attend or support the closing appointment
- + 5 more in the PDF
Key dates you'll record
Buyer consultation · Pre-approval expires · Offer accepted (Binding Agreement Date) · Earnest money due · Inspection / due diligence ends · Financing contingency deadline · Appraisal deadline · Final walkthrough · Closing date & time
General guidance for U.S. real estate professionals; not legal advice. Your contract, state law and brokerage policies control.
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