First Meeting

Before: Buying Process Overview: First Meeting

The First Meeting with your real estate agent is critically important for both you and your real estate agent to exchange important information about how the entire process of buying (or selling a home for that matter) should and will likely progress.

The First Meeting is the first step in the Buying Process Overview process.

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The First Meeting process is shown visually below.

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Warning! Logging and tracking tasks is for Premium Nomads only.


Complete the "First Meeting" checklist:

https://learntoberich.com/first-meeting/

Mark complete when done.

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For clients of James Orr, Realtor in Northern Colorado, he usually gives them a copy of his "Northern Colorado Real Estate Advisor" book at the first meeting.

Others can see a copy of it at:

https://www.amazon.com/Northern-Colorado-Real-Estate-Advisor/dp/1512173142/

Local clients... mark complete when you've received a copy of the book. Others, can mark this complete.

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For clients of James Orr, Realtor in Northern Colorado, he usually gives them a copy of his original "Nomad" book at the first meeting.

Others can see a copy of it at:

https://www.amazon.com/Nomad-Mr-James-Orr/dp/1518868959/

Local clients... mark complete when you've received a copy of the book. Others, can mark this complete.

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Clients of mine get special access to password protected VIP resources on JamesOrr.com like recordings of previous NCREIG classes and charts and market stats.

Register for a free account on JamesOrr.com:

http://JamesOrr.com/register/

Then, email James at jamesorr@gmail.com and let him know the email you used to create your account and ask him to upgrade you to VIP status on JamesOrr.com.

Once he manually upgrades you to VIP status, he will reply to your email and you will have access to class recordings and market stats.

Class recordings: http://jamesorr.com/ncreig-classes/
Chart maker: http://jamesorr.com/chart-maker/

Additional links to charts are located on the homepage of JamesOrr.com as well: http://jamesorr.com/

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Clients of James Orr also get free Premium Nomad access.

Register for a free account:

https://LearnToBeRich.com/free/

Then, email James at jamesorr@gmail.com to let him know what email address you used to register on LearnToBeRich.com and ask him to upgrade you to Premium Nomad.

Once he manually upgrades you, he will reply back and you will be able to access the Premium Nomad content including dynamic checklists (like this one you're reading right now), Nomad Calculator and recordings of over 40 Nomad classes.

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Complete the "First Meeting: Paperwork" checklist:

https://learntoberich.com/paperwork/

Mark this task as complete when done.

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Complete the "First Meeting: Professional Services Provided" checklist:

https://learntoberich.com/professional-services-provided/

Mark this task as complete when done.

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Complete the "First Meeting: Your Real Estate Goals" checklist:

https://learntoberich.com/your-real-estate-goals/

Mark this task as complete when done.

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Complete the "First Meeting: Financing" checklist:

https://learntoberich.com/financing/

Mark this task as complete when done.

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Complete the "First Meeting: Receive Property Lists" checklist:

https://learntoberich.com/receive-property-lists/

Mark this task as complete when done.

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Complete the "First Meeting: Analyze Deals" checklist:

https://learntoberich.com/analyze-deals/

Mark this task as complete when done.

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Complete the "First Meeting: Write Offer" checklist:

https://learntoberich.com/write-offer/

Mark this task as complete when done.

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The First Meeting with your real estate agent consists of the following steps with brief explanations of what is included in each step:

  1. Paperwork – Go over the paperwork that allows your real estate agent to represent you and your best interests and, in almost all cases, be paid by the seller. This outlines what responsibilities and obligations your real estate agent has to you and what your responsibilities and obligations are to your real estate agent.
  2. Professional Services Provided – During this stage you and your real estate agent will discuss what parts of the buying process your real estate agent is willing and able to provide to you. You should also discuss what parts of the process are performed by other professionals and who those other professionals are including referrals and recommendations.
  3. Your Real Estate Goals – This one of my favorite parts of these meetings. Your real estate agent and you should sit down and discuss what your goals are and formulate a practical, achievable plan for you to achieve those goals. This may include modeling your Nomad plan using the Nomad Calculator Classic.
  4. Financing – During this stage you will discuss a financing plan with your real estate agent. You’ll usually also discuss which lenders you will be calling and what you hope to accomplish on those calls.
  5. Receive Property Lists – During this stage you and your real estate agent will discuss how you’ll receive property lists and what kinds of properties you want to appear on those lists.
  6. Analyze Deals – During this stage you and your real estate agent will discuss how to analyze a property to make sure that the properties you’re considering would make great Nomad rental properties once you move out.
  7. Write Offer – You won’t actually be writing an offer at this stage, but you will be discussing what goes into writing an offer so you know the very broad strokes of what is required and how it works.

Improvements

The following are improvements I plan to make to this page based on some of my Standard Process Improvement Questions.

Sponsor Content

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Sponsors are usually Real Estate Agents and Lenders who'd like to work with Nomads in their local market.

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IMPORTANT NOTE: This checklist is based on what I personally use with clients in Northern Colorado. Please rely on your local real estate agent for how it works in your local real estate market. This process will definitely vary in different States.

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