Services I Can Offer My Clients

Real Estate Agent with TREGO REALTY

It's important in this competitive business to offer value added services to our clients.  What separates you from the rest of the agents in your town?  Are you able to give your clients the services they need to keep them coming back?  In addition to my customer friendly website: , the following is a list of services I offer my clients in the hopes that they will be my customers forever!

  • Analyze your needs and wants
  • Qualify you for a mortgage loan
  • Make lender recommendations
  • Check your credit
  • School boundary questions
  • Questions on taxes in various areas
  • Provide city map/newcomer packet
  • Set up a lender pre-Q interview for you
  • Share MLS information
  • Answer purchase agreement questions in advance
  • Tour of city
  • Show you homes
  • Answer basic questions... construction, etc.
  • Obtain information from seller on any specific questions
  • Provide names of inspectors
  • Write offer as directed by you
  • Analyze your cash outlay and monthly payment
  • Trust account services
  • Attend loan ap with you
  • Check loan progress w/ lender
  • Assist in providing any additional lender info required
  • Obtain contingency release on time
  • Check progress of appraisal, termite,etc.
  • Remind you of utilities
  • Remind you of insurance
  • Remind you of certified funds
  • Remind you of Homestead Exemption
  • Provide insurance agents names
  • Schedule your closing
  • Pre-closing inspection
  • Attend closing with you
  • Make sure you get back recorded documents
  • Introduce you to neighborhood
  • Follow up any questions after close
  • Permanent records storage up to five years

Feel free to add any additional services beyond these that you offer your clients!


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Ann Cummings
RE/MAX Shoreline - NH and Maine - Portsmouth, NH
Portsmouth NH Real Estate Preferrable Agent


GREAT list!!  Thanks for sharing that info.  I'm going back to some of my stuff to compare what I have on my own lists, and what I can tweak now having seen yours.  I don't do some of the mortgage things you've listed--qualify for loan or attend loan application--but I do most of the others already.  I keep very close tabs with the lenders I use and they keep in tightly in the loop of all loans I have with them, so I feel comfortable in not qualifying on my own or attending the loan app appointments.

Again, thanks for sharing such a detailed list of what you offer!

Sep 04, 2006 03:21 AM #1
Scott Gormley
Oak Valley Mortgage-California Home Loans and Refinancing - Chico, CA

Nice list...Are you willing to do the things that others won't to have the things that other's can't???

One of my favorite lines...


Sep 04, 2006 03:21 AM #2
Bob Pavey
RE/MAX Hometown - Aventura, FL
You can check out our services offered at
Sep 04, 2006 04:33 AM #3
Donna Harris
Donna Homes, powered by JPAR - - Austin, TX
Realtor,Mediator,Ombudsman,Property Tax Arbitrator
Good list, except, do you really play Tour Guide?  To your right you'll see a park and to your left is a grocery store...  How do you have time to actually give tours of cities to every buyer?  Or, do you live in a small town?
Sep 04, 2006 04:54 AM #4
Christopher Smith
TREGO REALTY - Cedar Rapids, IA
Donna, that's only if someone is from out of town and would like a general tour of the city.  No, I don't generally go around with a tour bus to talk about Cedar Rapids, but I COULD for the right price!!!!
Sep 04, 2006 09:12 AM #5
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