Homeowners
Homeowners
Homeowners

Guide Your Clients Seamlessly: Steps for Your New Homeowners

Jul 3, 2024

Guide Your Clients Seamlessly: Steps for Your New Homeowners

Jul 3, 2024

Guide Your Clients Seamlessly: Steps for Your New Homeowners

Jul 3, 2024

Congratulations! Your client's offer has been accepted – a momentous achievement in their homeownership journey. But the work isn't over yet. Here's a roadmap to ensure a smooth transition for your clients as they navigate the post-acceptance phase:

1. Schedule a Thorough Home Inspection:

Promptly schedule a home inspection to uncover any potential issues with the property. A detailed report empowers your clients to make informed decisions about repairs or negotiations with the seller.

2. Guide Clients Through the Inspection Report:

Carefully review the home inspection report with your clients. Address any questions they may have and guide them through their options for addressing identified issues.

3. Facilitate Title Report Review:

The title report unveils the property's ownership history and potential liens or encumbrances. Assist your clients in reviewing the report and ensure they understand its implications.

4. Clarify Property Survey Details:

The property survey defines the property's boundaries and reveals any easements or encroachments. Review the survey with your clients and address any concerns they might have.

5. Secure Homeowners Insurance:

Before closing, advise your clients to obtain homeowners insurance to safeguard their new investment. Help them navigate the selection process to secure appropriate coverage.

6. Meticulous Closing Document Review:

Prior to closing, meticulously review all closing documents with your clients. This includes the purchase agreement, mortgage documents, and any other required signatures. Ensure they comprehend each document before signing.

7. Planning for a Smooth Move:

Moving logistics can be overwhelming. Develop a moving plan with your clients, considering the closing timeline, mover availability, and packing organization.

8. Educate Clients About Closing Costs and Scams:

Inform your clients about typical closing costs to set financial expectations. Educate them about common scams, emphasizing escrow is the designated channel for fee payments.

Empowering Your Clients for Success:

By following these steps, you can effectively guide your clients through the post-acceptance process, fostering a smooth closing and a joyful move-in experience. Remember, open communication with your clients, lender, and closing attorney is crucial.

Congratulations on achieving this milestone with your clients! Celebrate their success and continue to be a valuable resource as they settle into their new home.



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Agentdesks Incorporated DBA Radius, Radius Agent and LoanDesk is a licensed real estate and mortgage brokerage headquartered at the address, and licensed to do business, in the states set forth below.

Radius Agent - Headquarters

1160 Battery Street East #100
San Francisco CA 94111

Agentdesks Incorporated is an Equal Opportunity Employer and supports the Fair Housing Act.

CA DRE # 02051216, CO DRE # 100106082,

FL DBPR # CQ1068468, GA REC # 79559,

OR REA # 201252778, TX TREC # 9011839 ,

WA DOL # 22017298

Consumer Notice

Information About Brokerage Services

Affiliated Business Arrangement Disclosure

©2016-2023 Agentdesks Incorporated. All rights reserved.

Radius® is a registered service mark of Agentdesks Incorporated.

Join our Community

Scan to download the Radius Community

App on your phone.

Agentdesks Incorporated DBA Radius, Radius Agent and LoanDesk is a licensed real estate and mortgage brokerage headquartered at the address, and licensed to do business, in the states set forth below.

Radius Agent - Headquarters

1160 Battery Street East #100
San Francisco CA 94111

Agentdesks Incorporated is an Equal Opportunity Employer and supports the Fair Housing Act.

CA DRE # 02051216, CO DRE # 100106082,

FL DBPR # CQ1068468, GA REC # 79559,

OR REA # 201252778, TX TREC # 9011839 ,

WA DOL # 22017298

Consumer Notice

Information About Brokerage Services

Affiliated Business Arrangement Disclosure

©2016-2023 Agentdesks Incorporated. All rights reserved.

Radius® is a registered service mark of Agentdesks Incorporated.

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Available on

Agentdesks Incorporated DBA Radius, Radius Agent and LoanDesk is a licensed real estate and mortgage brokerage headquartered at the address, and licensed to do business, in the states set forth below.

Radius Agent - Headquarters

1160 Battery Street East #100
San Francisco CA 94111

Agentdesks Incorporated is an Equal Opportunity Employer

and supports the Fair Housing Act.

CA DRE # 02051216, CO DRE # 100106082, FL DBPR # CQ1068468, GA REC # 79559, OR REA # 201252778, TX TREC # 9011839, WA DOL # 22017298; NMLS # 2262435. Agentdesks Incorporated DBA LoanDesk. CA DRE #02051216, NMLS # 2459500.

Consumer Notice

Information About Brokerage Services

Affiliated Business Arrangement Disclosure

©2016-2023 Agentdesks Incorporated. All rights reserved.

Radius® is a registered service mark of Agentdesks Incorporated.

Join our Community

Scan to download the Radius Community

App on your phone.

Available on

Agentdesks Incorporated DBA Radius, Radius Agent and LoanDesk is a licensed real estate and mortgage brokerage headquartered at the address, and licensed to do business, in the states set forth below.

Radius Agent - Headquarters

1160 Battery Street East #100
San Francisco CA 94111

Agentdesks Incorporated is an Equal Opportunity Employer and supports the Fair Housing Act.

CA DRE # 02051216, CO DRE # 100106082, FL DBPR # CQ1068468, GA REC # 79559, OR REA # 201252778, TX TREC # 9011839, WA DOL # 22017298; NMLS # 2262435.
Agentdesks Incorporated DBA LoanDesk.
CA DRE #02051216, NMLS # 2459500.

Consumer Notice

Information About Brokerage Services

Affiliated Business Arrangement Disclosure

©2016-2023 Agentdesks Incorporated. All rights reserved.

Radius® is a registered service mark of Agentdesks Incorporated.