Before your first meeting with an agent, a little preparation goes a long way. Here's what to have ready so you can make the most of your time together and hit the ground running.
Whether you're buying or selling, your first conversation with a real estate agent sets the tone for the entire process. Coming prepared helps us help you better — and it shows agents that you're serious.
Before we talk, have a general idea of what you can afford. Use a mortgage calculator or, better yet, talk to a lender first. Knowing your price range means we can focus our search immediately rather than guessing.
If you've already spoken with a lender and have a pre-approval letter, bring it. If not, I'll connect you with trusted lenders. But having this done first puts you ahead of most buyers.
Write down your must-haves (3 bedrooms, garage, specific school district) versus nice-to-haves (pool, view, updated kitchen). This helps me understand your priorities and find homes that match.
When do you need to move? Are you flexible? Is there a lease ending? Knowing your timeline helps me plan the search strategy and set realistic expectations.
Do you have areas in mind? If so, tell me why you like them. If not, I'll ask about your lifestyle — commute, schools, walkability, dining — to suggest areas that fit.
Are you maximizing price? Selling quickly? Both? Do you need to buy a replacement home simultaneously? Understanding your priorities shapes the entire strategy.
Have on hand: your approximate mortgage balance, any liens or HOA fees, recent improvements you've made (with costs if possible), and your property tax bill. This helps me estimate your net proceeds.
When do you want to be out? Are there deadlines (job relocation, school year, lease on next place)? Timing affects pricing strategy and marketing approach.
I'll walk through your home and make suggestions, but it helps if you're upfront about known issues — that old roof, the cracked foundation, the unpermitted addition. Better to discuss these early than discover them during inspection.
Good questions to ask: - How many transactions have you closed in this area? - What's your communication style and availability? - Can you provide references from recent clients? - What's your marketing strategy (for sellers)? - How do you handle multiple offer situations?
You don't need to know everything before we talk. That's what I'm here for. Come with whatever information you have and questions on your mind, and I'll fill in the gaps. The first conversation is just that — a conversation. No commitment, no pressure.
Reach out whenever you're ready. I'm happy to chat over coffee, on the phone, or via video call — whatever works for you.