The daily action list for real estate agents.

Hi [First Name], Welcome! I'm excited to help you with your home purchase. Buying a home can feel like a lot, especially if it's your first time, but my job is to make the process as simple and straightforward as possible. I'll guide you through each step, answer your questions, and make sure you understand what's happening along the way. Here's what you can expect moving forward: If you have not already, the first step is getting preapproved with a lender. This helps us understand your comfortable price range and makes sure we are ready when the right home comes along.

Hi [First Name], Congratulations! Our offer has been accepted and we are officially in escrow. This is an exciting step, and from here several things will begin happening at the same time. I'll guide you through the entire process, keep track of the important deadlines, and let you know what needs your attention along the way. Here's what you can expect next: You'll receive information from the escrow company with instructions for your initial deposit and other documents they may need from you. Please be very careful with any wiring instructions. Always verify wiring information directly with the escrow company using a trusted phone number before sending funds.

Hi [First Name], Congratulations! We have accepted an offer and your home is officially in escrow. From here, several parts of the transaction will begin moving at the same time. I'll continue guiding you through the process, keeping track of the important deadlines, and letting you know whenever something needs your attention. Here's what you can expect next: The escrow company will begin processing the transaction and may contact you for information, documents, or signatures. You may also receive paperwork regarding how you would like your proceeds delivered after closing. The buyer will submit their Earnest Money Deposit to escrow according to the timeframe in the contract.

Hi [First Name], We're officially in the final stretch - closing week is here! There are just a few more steps before the home is officially yours. Your lender will be completing the final review of your loan and preparing your closing documents. Please continue responding quickly to any last-minute requests from your lender. Until we officially close, avoid opening new credit cards, financing large purchases, moving large amounts of money between accounts, or making any major financial changes without checking with your lender first. We'll schedule a final walkthrough of the property shortly before closing.

Hi [First Name], We're officially in the final stretch. Closing week is here! There are just a few more steps before the sale is complete. If the buyer is financing the purchase, their lender will be completing the final review of the loan and preparing for funding. At this stage, we'll continue monitoring the transaction and making sure everything stays on schedule. The buyer will complete a final walkthrough of the property shortly before closing. This is not another inspection. The purpose is to confirm that the property is in substantially the same condition as when the buyer agreed to purchase it and that any agreed upon repairs have been completed.