I met with the new buyer client ( a single senior widow ) yesterday to discuss strategies for the buyer to sell his out of area home and to procure a new coastal home in North County San Diego and he brought me a two-page home profile of what his specific interests were.
After we discussed strategy for timing and financing , he pulled out a form he said he would like to go over with me. He had taken the time to narrow down the location based on his own research and what kind of features he must have and what features he would find most desirable.
I was impressed that he had spent so much time in considering things that were important to him. He knew from our previous discussions that he would most likely be more comfortable in an upscale townhome subdivision in the coastal area. He had written down a list of must haves as well as our discussion that a smaller 2 bedroom Townhome would be his prefernce.
Under the general categories of a homeowners association were the following items checked that his new home must have, "solvent with no history of surprise and assessments and/or serious disputes.
As part of my research to locate suitable properties will be my additional questions to the listing agent and the association. While he would prefer a self managed association that is generally not the way the associations are managed in Southern California. The conversation of the subject brought numerous things to light that have now been resolved for the client.
Since the buyer took the time to write his prefernces and must haves down in his home profile, I feel strongly it is incumbent upon me to be sure that I ask and seek out the additional information for him in this regard. In many ways, his clear choices and prefernces narrows down the larger market and makes my job so much easier.
With 2 pages of identified preferences ,I was taken with the clarity and care my new buyer is bringing to the table. I was provided a view of a full photo layout of his current furnished home and we discussed what of those possessions he would most prefer to use as part of the interior design of the new home. This home profile ( Buyer gave me a second blank copy for future use) certainly makes my job locating that just right home a lot easier. I have included a copy of his profile below if you would care to modify this profile for your own use and offer it to your buyer(s) as one more step in your interview process.
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