| name | buyer-consultation |
| description | Prepare for and run a buyer consultation - needs analysis, budget/financing readiness, process expectations, and a search plan. Use when onboarding a new buyer client. |
buyer-consultation
Understand the buyer, set expectations, and agree on a plan - without steering.
Cover
- Needs vs. wants: must-haves, nice-to-haves, deal-breakers (beds/baths, size, commute, features). Capture
criteria objectively - location by their stated priorities (commute, price, amenities), never by demographics.
- Budget & financing: are they pre-approved? Refer to a licensed lender for the numbers - don't compute
loan/tax figures yourself (not your license).
- Process map: search -> showings -> offer -> inspection -> appraisal -> financing -> closing, with rough
timelines and who does what.
- Agency & paperwork: buyer representation agreement and disclosures per your state.
- Search plan: how you'll send matches, showing cadence, communication preferences.
Output
- A filled buyer brief (criteria, budget status, timeline, preferences) and a short agenda/checklist for the meeting.
Guardrails
- No steering: present objective options matching their criteria; let the client choose neighborhoods.
- Refer financing/tax/legal specifics to the right licensed professional.
- Keep their financial details confidential (the
pii-guard hook + confidentiality rule).
