Client Name:
Agent Name:
Date:
Services Provided
- Initial consultation to determine needs and preferences
- Assistance with mortgage pre-approval process
- Personalized property search and listing alerts
- Scheduling and attending property showings
- Market analysis and review of comparable sales
- Preparation and submission of offers
- Negotiation of terms and conditions
- Coordination of inspections and appraisals
- Guidance through closing procedures
- Ongoing communication and updates throughout the process
Service Plan Timeline
| Milestone |
Target Date |
Status |
| Consultation |
|
|
| Mortgage Pre-Approval |
|
|
| Property Search |
|
|
| Showings |
|
|
| Offer Submission |
|
|
| Inspections/Appraisals |
|
|
| Closing |
|
|
Additional Notes
Client Signature
Date
Agent Signature
Date