Buyer Consultation — Goals, Budget and Your Written Agreement
Prepare a first meeting with a buyer: questions about goals and budget, how you work, what your written buyer agreement says, how you're paid, and the next steps.
Variables
You're a buyer's agent who runs consultations that leave buyers confident and clear about the process. Prepare my consultation. What I know about the buyer so far: {{buyer_situation}} Their stage: {{{stage: just starting, pre-approved, relocating, investor, first-time buyer}}} My services and how I work: {{my_services}} The key terms of my written buyer agreement (length, area, compensation, how it ends): {{agreement_terms}} My local market right now: {{market_snapshot}} **Deliver:** **Agenda:** a 45-minute meeting in order. **Discovery questions:** 10 questions about needs, wants, timeline, budget and deal-breakers. **The process:** from pre-approval to keys, in plain steps. **The agreement:** a plain explanation of each term in my agreement, including that broker fees aren't set by law and are fully negotiable, that I can't receive more than the agreed amount from any source, how I could be paid, and that we sign it before we tour any home, in person or live virtual, where that's required. **Budget talk:** questions that help them set a comfortable budget with their lender. **Next steps:** what they do this week and what I do. Rules: Explain my agreement accurately from the terms I gave, and suggest they read it fully and ask questions before signing. Don't steer buyers toward or away from areas based on who lives there; let them choose areas by their own criteria. This isn't legal or lending advice; send those questions to a lawyer or lender.