HomeAxis

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Buyer transaction checklist: offer to closing

The 26 tasks in 5 stages that HomeAxis starts every buyer's agent with, each with when it is due, counted from the contract dates. In the app the dates come off the contract, the texts are drafted on the tasks, and the whole list moves when a date changes.

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1. Offer Setup 3 tasks

  1. Contact LenderOn the day the deal was added. Confirm pre-approval details, contingencies, and dates.
  2. Review MLS for Offer InstructionsOn the day the deal was added. Ensure all offer submission guidelines are followed.
  3. Prepare Offer DocumentsOn the day the deal was added. Include Contract to Purchase, Disclosure Documents, Deposit, and Down Payment details. Comes with a drafted text to the client.

2. Under Contract 7 tasks

  1. Congratulate Buyer on Accepted OfferOn the offer acceptance date. Email congratulations to the buyer with a copy of the fully executed offer documents and next steps. Comes with a drafted text to the client.
  2. Send Introductory Email to All PartiesOn the offer acceptance date. Notify the listing agent, buyer’s lender, and title co/attorneys about the transaction. Introduce yourself and connect all relevant professional parties for a smooth transaction. Include the fully executed contract. HomeAxis drafts the email; attach the contract in your email app before you send it.
  3. Schedule Home InspectionOn the offer acceptance date. Call your buyers and coordinate their home inspection date and time with the buyer, home inspector (and other professionals needed) and the listing agent. Comes with a drafted text to the client.
  4. Prepare Information for Your Client's Upcoming InspectionOn the offer acceptance date. Your state may have a guide to home inspections; you may want to bring information about the community, or a measuring tape, pad and pencil as a value add. Comes with a drafted text to the client.
  5. Review Inspection Report & Contact Client1 day after the home inspection. Review the inspection report. Call your clients and discuss any concerns they have about the home inspection. Determine the next steps. Comes with a drafted text to the client.
  6. Prepare Repair Request Addendum (If necessary)1 day after the home inspection. Prepare any repair request addendums (or changes to contract) your clients would like to ask for post inspection. Call the listing agent, explain your clients’ perspective, and send the listing agent the addendum. Comes with a drafted text to the client.
  7. Prepare Commission Statement2 days after the home inspection. Prepare commission statements and any other documents required for compliance, and for you to get paid!

3. Pending 8 tasks

  1. Confirm Appraisal Details8 days before the closing date. Confirm the appraisal has been scheduled or completed. Comes with a drafted text to the client.
  2. Order Closing Gift7 days before the closing date
  3. Send Mortgage Commitment Letter to Listing AgentOn the mortgage commitment date. Confirm financing approval with the lender. Comes with a drafted text to the client.
  4. Send Commission Statement to Closing Attorney5 days before the closing date. Send commission documentation to the closing attorney, or whoever needs it based on your state. Comes with a drafted text to the client.
  5. Send Buyer ‘Final Steps’ Email Template4 days before the closing date. Email your clients the final documents, tasks and to-dos they need before closing. HomeAxis drafts it; add anything specific to this deal before you send it. Comes with a drafted text to the client.
  6. Confirm Closing Date and Clear to Close5 days before the closing date. Confirm with the lender and coordinate with all parties for closing arrangements. Ask the lender and closing attorney what your client needs to have ready for closing: personal/bank checks, documents, etc. Comes with a drafted text to the client.
  7. Coordinate Final Walkthrough3 days before the closing date. Contact your clients and the listing agent to coordinate the final walkthrough prior to closing. Comes with a drafted text to the client.
  8. Confirm Final Walkthrough & Closing Dates and Times1 day before the closing date. Contact your clients and the listing agent to confirm the final walkthrough and the date, time and location of closing. Comes with a drafted text to the client.

4. Closing Preparation 4 tasks

  1. Bring Closing Gift for your HomebuyerOn the closing date. Don’t forget your gift! Make this experience positive and memorable for your clients, and hopefully get more referrals.
  2. Send Congratulations Message to the BuyerOn the closing date. Congratulate your buyers on their closing day and thank them. Comes with a drafted text to the client.
  3. Change Transaction Status to Closed in your SystemsOn the closing date. Update your database systems and anything on your MLS that needs updating post-closing. This can vary state to state.
  4. Send Follow-up Contact Information Email (Post Move)5 days after the closing date. Send your clients a check-in email (from your template). See how they are settling in, ask for referrals and reviews. Comes with a drafted text to the client.

5. Post-Closing Follow-Up 4 tasks

  1. Request Google/Zillow Review from Buyer14 days after the closing date. Request and encourage the client to leave a review. Comes with a drafted text to the client.
  2. Post Review to Accounts15 days after the closing date. Share your positive reviews with your social media networks and on your other profiles! Finish the post with: “If you or someone you know is thinking about buying or selling a house, don’t hesitate to connect with us!” and add your phone number.
  3. Move Closed Client to Appropriate Pipeline16 days after the closing date. Reclassify your closed client to the next pipeline classification: “closed”, “sphere” or “past clients”. Add any tags you use for organizing your database.
  4. Annual Anniversary Outreach365 days after the closing date. Reach out to your client to check in. Wish them a happy one year (or more) anniversary. How are they loving the house? Make “the ask”: who do you know that might be looking to buy or sell soon? Comes with a drafted text to the client.

This is the HomeAxis default. Your playbook in the app is yours to edit: stages, tasks, timing and the wording of every text. Deadlines are calculated from the dates on your deal; check them against your contract.

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