🗂️ Kale Realty Buyer Closing Checklist

1️⃣ Identify the Buyer’s Problem

▢ Determine why they’re buying (renting, upsizing, downsizing, relocating, investing, etc.)

2️⃣ Identify the Solution

▢ Define what type of property best meets their needs and goals.

3️⃣ Schedule and Hold a Buyer Consultation

▢ Build rapport and understand their situation

▢ Demonstrate your professionalism and process

▢ Discuss pre-approval and connect them with a trusted lender if needed

▢ Explain the buying process and timeline

▢ Create an MLS search together and review sample listings

▢ Explain agency relationships and compensation

▢ Get the Buyer Agency Agreement signed

4️⃣ Upload Buyer Agency Agreement

▢ Upload the signed agreement to DotLoop

5️⃣ Schedule Property Tours

▢ Plan showings that align with the buyer’s availability and goals

6️⃣ Reconfirm Buyer’s Needs and Wants

▢ Meet to fine-tune criteria based on feedback and touring experience

7️⃣ Identify the Property to Purchase

▢ Help buyer select the best-fit home

8️⃣ Call the Listing Agent

▢ Ask what terms the seller wants in an offer

▢ Confirm any preferred closing dates or conditions

9️⃣ Write a Winning Offer

▢ Draft a competitive, complete offer package

🔟 Obtain Buyer Signatures on Disclosures

▢ Ensure buyer signs all required disclosures and forms

1️⃣1️⃣ Distribute Executed Contract

▢ Send executed contract to buyer’s attorney, lender, and the listing agent

1️⃣2️⃣ Communicate Details to All Parties

▢ In your introduction email, include key contract dates, contingencies, and contacts

1️⃣3️⃣ Upload Executed Contract & Disclosures

▢ Upload all signed documents to DotLoop

1️⃣4️⃣ Schedule the Home Inspection

▢ Coordinate the inspection — call BrickKicker!

1️⃣5️⃣ Review Inspection Findings with Buyer

▢ Advise on which issues warrant repair requests or credits

1️⃣6️⃣ Negotiate Inspection Items with Listing Agent

▢ Discuss and resolve inspection-related items with the other agent

1️⃣7️⃣ Update Attorneys on Inspection Results

▢ Email both attorneys with final inspection agreements

🔑 NEW: Post-Attorney / Inspection Resolution

1️⃣8️⃣ Request Broker Statement (Kale Realty Requirement)

▢ Request the broker statement from KaleHuddle.com

1️⃣9️⃣ Submit Broker Statement to Attorney

▢ Send the broker statement to the buyer’s attorney for closing preparation

2️⃣0️⃣ Complete Coaching Disbursement Form (if applicable)

▢ If working with a coach, complete the Coaching Fee Disbursement Form at the same time

2️⃣1️⃣ Stay in Touch with Lender

▢ Check regularly that loan approval and appraisal are on track

2️⃣2️⃣ Schedule Final Walk-Through

▢ Book the walk-through 24 hours or less before closing

2️⃣3️⃣ Handle Walk-Through Issues Promptly

▢ Communicate any problems directly to the listing agent

2️⃣4️⃣ Attend the Closing

▢ Support the buyer at the closing table

2️⃣5️⃣ Upload Settlement Statement

▢ Add the final settlement statement to DotLoop

2️⃣6️⃣ Deposit Your Kale Check

▢ Deposit your commission check into Chase

2️⃣7️⃣ Upload Deposit Slip

▢ Upload the deposit slip to DotLoop

✅ Pro Tip: The biggest breakdowns happen between inspection resolution and closing—this is where deals fall apart or get delayed. Stay tight on communication, timelines, and documentation during this phase.