KGCI: Real Estate on Air - Ali Garced's 200-Step System for a Flawless Buyer Experience

Episode Date: October 6, 2025

Summary:In this episode, agent Ali Garced unveils her meticulous 200-step buyer process checklist that ensures a smooth, predictable, and high-end client experience from the first call to post-closing. She explains how this robust system prevents mistakes, allows her team to close deals faster, and generates consistent referrals. Agents will learn the strategic importance of systemizing their entire transaction process and get actionable ideas on how to build their own operational playbook to elevate their service and scale their business effectively.

So I make $453 per hour working with each buyer, and this is because I made this shit a system. So I have pretty much like almost a 200-step process for buyers and for working, a checklist for working with sellers and a checklist for working with outbound referrals. Welcome back to the agent Goldmine. You are joining us today with Ali Garcin and Shelby Johnson. Surprise, you know, nothing new here. But okay, so what we're about to do, we're about to go on an adventure into a six-part series where Allie leads us through her buyer process. And y'all may have heard maybe not.

This girl, she's got a 200 step. I could be lying. But a lot big, big step buyer checklist plus specific canned emails that are like the shit. And why it's the shit also is because a lot of you are like, I don't want to work with buyers. Why don't want to work the buyers? I don't want to show houses. I want to go around and waste all my shit. time. Well, Ali has nailed this process so much that she actually spent less time with buyers than

she does with sellers. So today, get ready to figure out how gold miners, welcome Ali Garza. The crowd goes wild. Wanting to work with buyers. So I have done previous episodes on this podcast. Check them out the earliest, the earliest couple of ones where I have tracked my numbers like a freaking crazy mad woman. And I found that I make more money working with buyers than I do working with sellers and even outbound referrals, which is actually the majority of my business right now, outbound referrals. So I make $453 per hour working with each buyer. And this is because I made this shit a system. So I have a pretty much like almost a 200 step process for buyers and for working a checklist for working with sellers and a checklist for working with outbound referrals.

This is going to focus on buyers, just like Shelby said. I am, and this is going to be broken into a couple of different parts series. I don't know how long. I don't know how, you know, how many series or how many parts this is going to have. But we'll see if this goes. If you have any questions, please reach out. And I want to give a shout out to somebody that reviewed us on the agent goldmine. I think it was on YouTube. that gave us a review. And here it is. This is Jake Logan out of Fayetteville, North Carolina, and he says, direct quote. First off, I want to say that I've listened to 80% of all of the podcast on the agent gold line and period. Rubin is all right to, L.O.L. I don't know y'all

that well yet, but we're on the same page with a lot of things. All three of y'all are, those all caps, are literally who every agent should strive to be. So keep that shit up. because I can't even put into words how helpful this is. The information is invaluable. Super stoked to be able to have you guys in my corner, exclamation point. Thank you, Jake Logan and everyone who's listening, go and give him all the love in the world at the Jake underscore Logan on the gram.

And yeah, Jake, thanks for listening. We, I love to fucking hear it, dude. Yeah, 100%. When I saw that notification, I was like, dude, this is an awesome best review. So Jake, you got my follow. I super appreciate it. And if anyone else has any commentary, anything, let us know. If you want us to go more in the weeds into something, let us know.

We don't know. So sometimes we just like skip over some stuff or go super high level. And we don't know if you have any questions because we don't hear it. So Jake, appreciate you. Everyone give them a follow. The Jake Logan. So now headed to the home buying checklist, starting with step one. Step one is going to be, you've already found.

the buyer. If you have any questions on how to even find a buyer, okay, great. We're starting with how to find a buyer? How do you find a buyer? Listen to any of the other fucking episodes. Step one, once you find a buyer is whether that is somebody reaching out to you or you reaching out to them, I hope to goodness that you're using a dang CRM. So I use KV Corp, but obviously it doesn't matter what CRM you use, just freaking use one. So what I do, when a buyer comes across my Instagram, Facebook, TikTok, whatever it is, I immediately add them, well, actually what I do is I tell my assistant on WhatsApp, their name, their number, their email, and I'm like, hey, can you add the typical task that I do for a buyer? But before I had my assistant,

I would go into my KD Corps. I would add all of their information, any other extra information that I would have as well, such as their nickname, such as maybe a birthday, such as, you know, where they're looking to purchase, when they're looking to purchase, but most importantly, in the description of the notes section, I add the source. And the source is how they originally came across me or how I came across them. So over time, as I'm closing transactions, I'm looking at what the common sources are. And if you're a military spouse, I mean, it's going to be your military spouse. Use an abuse. it, man, you're in front of all these people that are moving that you can help. And so I found

like pretty much like half of them were from it. They originally contacted me from social media, but they knew me or knew of me or my spouse because of Brit. And this was after I left the military, because when I was still in the military, it was, you know, me surrounded by other military members. So source is so important. If it's a Zillow lead, if it's a TikTok lead, ask them what fucking video, like everything, because you want to know exactly what, of your effort is working so that way you can double down on that and do less of the stuff that's not working. And at this.

Oh, yes. And jumping in, if it is a referral, you better that it's a referral. And even if that agent doesn't send you the fucking paperwork, you're going to be the good person and say, I know that you sent me this lead and I am going to do what's right because I know that karma is the guy on the chiefs coming straight home to me. So if you don't do if you don't pay out the referrals, keep track of those and update the referrals when you get them, you're not going to get anymore. Okay, that's it. Oh my gosh.

Thank you so much for bringing that up. And yeah, because Shelby knows my story. I put it on on Instagram. I don't want to. Yeah. There was one time where I was freaking burned. And I sent an outbound referral to was like Bojure. As I pronounce a Bojure, Louisiana, like Shreeport area.

and I never got paid. And it was completely my fault. I didn't have a paperwork done. But still, they should have not in that way. Yeah. And we had it in the group chat too. I was like, dude, scroll up. You agreed to pay me 25, 30% whatever it was at the time.

It was like one of my first outbound referrals. And he was like, yeah, well, we never got the paperwork sign. So I'm not going to pay you. I was like, bro. And since then I have sent five referrals to that area. They all could have gone to him. Dude, I want you to say his name. I know we don't need to be that but I want to you know what I mean like I really want to

burn book okay um don't do it allie it's okay you know like fucking clean I I have spent I spent so much time like dwelling on it at the time and he's on my referral list of never to refer to right because I have a tab of my Excel I don't even remember his name is my point like good I was I was so butt hurt and I was like I'm never going to send a referral. And now I don't, I can't. I know his brokerage, but I don't want to talk about a brokerage. So it was not EXP. And now I know like whenever I see his, his name or him in a group, like automatically, that entire like group just diminishes in value for me. So I don't remember his name. But I will know it if someone says it. So if you ever are sending out a referral to that area, please contact me. I want you to be paid. And so yes, thank you, thank you, Shelby for bringing out that point. We're bringing it back in. Step whatever next. Whatever's next. Yeah, so that is add them to your, add them to your KV Corps, add them to your calendar, especially if they're looking to purchase sooner rather than later, add them to whatever organization method you have. I started out with Trello just because I should have just

gone in originally with KVCorps. So whichever way, you know, if if you're old school and you do pet and paper, if it's digital, however, whatever the method is that you use to overall, have a 30,000 foot view of all of your referral or all of your clients, put them in there and make sure that you put them on your calendar to continue to reach out to. So if someone is reaching out now saying that they want to purchase a year later, I'm going to put them on my calendar as well, like not just my CRM. So that way I have there, like, there is, there's a redundancy. So I make sure that I, they definitely don't fall out of.

of my purview. So, KB.Core, your overall method calendar, just to make sure that you do not forget about them. And next thing is before you, before I schedule an actual deep conversation, Zoom call, which I always do Zoom call. I'll get into this in a bit. I ask initial questions, you know, like, what's the best method to contact you? What is, is when are you looking? Because that makes sure, so that way I can make sure that I am on my game. If they're looking to start viewing homes, like they're already pre-approved, that's going to be very, very different from how I treat somebody that's looking to purchase when they retire two years from now. So those initial questions, and then I have them jump on a call.

This Zoom call is always a Zoom call because I do not meet buyers in person anymore. You know, every person, every agent does their business differently. I started out in Tucson where it would take me 45 minutes to drive to one fucking location that was in the middle between me and them. And it was such a big waste of time. I was spending majority of my time freaking driving. And as much as I love driving, it was not making me money. So I bring this book up again and again because I, it's just so good. It's the full fee agent.

You're either the fool or the favorite. And I was meeting. I was going out of my way to prepare like a buyer presentation, you know, buyer consult. I was buying these freaking people straight. up lunch. I was driving 45 minutes one way and then getting stuck in traffic on the way back and only to then hear that sometimes they would work with other Asians instead. And I got tired of that shit, man. I was like, I am obviously the fool. So I switched my lead generation method to be more of the favorite now. Again, that's not being covered on this. So I do a Zoom call.

Now, as soon as someone reaches out to me, well, in all my lead generation methods, I always say book a call on my calendar and that automatically takes them to a free spot on my calendar where we can go in depth and talk about what specifically they're looking for and get the process started. My Zoom calls last between 30 minutes to an hour 30. It really depends on them. So I will have it and I know this is where we did for Shelby. Yours is, hey, it's 459. I'm out now. I feel like if they're not comfortable yet, I don't want to hang up the call because after that call is when I send them the buyer broker and I want to make sure that they have the feel good. So if it takes an hour and a half, yes. Only like twice has it ever taken that long, but usually it takes around about around an hour.

Okay, perfect. Love. I was just curious. Please continue. Yeah. Oh, Rody. So whether they call me and leave a voicemail or text me, whatever it is, I always I always text them back and say, I'm so excited to help you. And even if you're moving, even if you plan on purchasing in 2025, you know, or a year and a half out from now, let's schedule a call. No pressure. I'm not going to pressure you into anything. Obviously, you're not even looking to purchase yet. But let's schedule

a call. Let's see you for a good fit. So then I send them my calendar link. This is a, if I'm texting them or if it's on my computer, it's a shortcut. So if you have an iPhone or even if you have an Android, go on your settings, look up text replacement. I have the phrase buyer with two R's. And then when I type in buyer with two R's in any conversation in anything on my phone, it replaces it with the calendar link for the next available slot so they can book a call, always about saving time. And same thing for on a computer. So that's always the funnel. Even if the buyer wants to talk there on the phone, I don't do that. That's not my, that's not my method. because as soon as you change your fucking method, you forget what you've done, you forget your

process, you forget if you've told them about agency, you forget if you've spoken to them about the timeline. So it's my process, is my business. If you don't want to work with it the way that I do it, that's totally fine. You can find another agent. Again, fool or the favorite. So I send my calendar link. And this was also where I differ from other agents, where some other agents will keep it very, very minimal, just get their name, number, email. I ask a fuck ton of questions. If you have Callenly, you know that they have a maximum of 10 questions. I max that bitch out. So because I want them to make sure that they're not just putting any old answers,

I have this Callenly as a layer of friction. So you're not going to book a call just willy-nilly. Only serious buyers are actually going to answer these questions and book a call. And I do that on purpose. So I'm sharing my screen here, but I'm trying to vocalize everything of what I'm I'm looking at and show me this question. I know. Yes, ma'am.

So if you're sitting there and you have no buyers, no pipeline, no business at all, you want to eliminate the amount of friction that you have between you and the buyer, in my opinion, in the beginning to get reps. Because in the beginning, it's really important for you to have more conversations and get comfortable with that and learn how to be an agent. But as you build and grow, there's going to be this flip where your experience is greater. You have less time. And that is where you can start adding friction.

So that way you can have more and more serious prospects. But in the beginning, in my opinion, which I don't even know if I really agrees with this, but I think you need to be having fucking conversations because if you're like, oh, we can't talk to me until you have your ship figured out, but you don't know how to talk to anyone and have no one to talk to. It's just so that's what I'm saying you have to be analytical and you're building out your process and know that it does evolve over time. Yeah.

No, I'm glad that you bring up that point as long as you are talking to actual people. You know, do not fall for these dumbass scams. Like if it sounds too good to be true, it is. And if you really don't know if it sounds too good to be true because a buyer just found you randomly on Google and you don't even have a Google business page, like talk to a mentor, talk to somebody, be like, hey, does this sound legit? And, you know, always have another set of eyes because I do not want you to like just to waste your time. It's all about preserving your time. So, but yes, you cannot be pushing people away and

having extra layers of friction if you have no fucking body to talk to. So good point. So we are now on my calendar and this is an example. Feel free to copy and paste my shit. I am literally sharing this. I have zoomed in all of the way. So on the left hand side, oh, it's 45 minute. I have a 45 minute but do I go over it? Yes. Do I go under? Yes. And so on the left-hand side, I say my team and I are excited to work with you because at this time, I'm not always the one. Actually, I'm rarely the one on these calls. Please fill out the entire form to book a call with me. My team and I are going to review it to prepare for our call. We're going to go over blah, blah, blah. Okay, for the fastest response, text me directly at my phone number. So on the right-hand side, these are the questions that I have with Callanley and I'm asking for the first name,

last name email. I have the ability for them to add any guests. So any other buying parties or spouse, et cetera, the best contact number for them. The first actual question is like one of those radio buttons that yes or no. And it says, will you be selling another home before or during this purchase? And if so, what's the full address with the zip code? And because that's an outbound referral in case they don't already have an agent. The third question is, what's the reason for buying, selling, and a date that you would like to close on your new home. What's the price range? And those are radio buttons as well. And this is very specific to Tucson market right now. So any, so I have a cut. I have these ranges like specific like for a reason. Anything under $200,000 in Tucson, that's a mobile home.

So I lump that all in one. My next range is 200 to 350. The median sales price in in Tucson, Arizona is 3.799. So that's like below, below the median. Then the next one I have with the median somewhat in the middle, 350 to 500, 500 to 700 plus. And I also have a radio button for other where they just fill it in. A lot of, I have gotten some feedback to people from this have said between the 200 to the 350 that it's such a big gap there. But both of those were people that have no idea what the Tucson market is. I thought they could get like a solid five-bed three-bath home under 200. That's just not realistic. So just because you were receiving feedback, doesn't mean that you need to change anything in your systems. This is a way for me to know exactly where people are purchasing

and to pretty much show them that, I don't know, I feel like this price range says a lot to the buyer. You know, like if you're looking, well, anyway, we'll go into this more in the actual session later. So the next question is, are you pre-approved or would you like to be like to? to be connected to our preferred lenders. And the answers are either not pre-approved yet. I will use your lender. Already pre-approved with a pre-approval in hand with another lender, or three, they are a cash buyer. The top, the next is fill in the blank, like the, where they can send, write like a paragraph out, not just one line, multiple lines. What are your top three must-haves? And I give some examples, you know, square fee, number of stories,

HOA or no HOA. And I define it. what must haves are. Even though it's obvious to you, it's not obvious to buyers. It's not. So must haves are, you know, you will not even consider placing an offer unless the property has these three things. And I have this specifically written out for a reason because fast forward, when they start sending us properties, if it does not meet the must have, I call them out on it. Because I don't want to waste their time. I don't want to waste our time. And I'll say, hey, I thought you had a must have of a two-car garage. The houses that you now want to view don't have a garage at all or it has a one-car garage. What else has changed? Because this is such a

big, important factor. The must-have is so big. Let's go back to meet over Zoom to discuss what else has changed. You'll find, if you're working with buyers, you'll find that sometimes buyers just want to send you freaking properties and they will just have you running all over your town showing properties that they never want to place an offer on. And you have to bring them back into what they originally were looking for. And if they originally said, we will not even place an offer unless this car has a two, unless the property is a two car garage, then why are you showing them homes with with homes that only have a carport? So always, always, always have this. Same thing for a top three wants, you know, something that they would like in a property, but not a necessity.

Same thing for deal breakers, especially for deal breakers. If the property has these three things, you will not place an offer. We can cross these homes off of our list immediately as we see them because they have these deal breaker items. And then the last I have kind of as a catch-all. It's one of those pre-recorded ones, the templated ones with Callenly, anything else you'd like for me to know to be better prepared for our meeting. So those are the questions that I have for buyers. If I find, I've only found this one time, if I find that buyers don't fully answer these questions, then I will ask them to be a little bit more thorough before I even book a call with them. But it's only ever happened once. Again, people aren't going to spend, because this takes some time.

you know, what this does is it forces buyers to talk to their spouses before they just book a call with me. And, you know, before spouses have one opinion and the other spouse disagrees and then we're all on a Zoom call wasting time because, honey, I thought you wanted a two-car garage. Well, honey, I thought, no, figure that shit out on your own. Once you guys have decided as a unit, then book a call. So I am like pretty harsh with that. A lot of people aren't as harsh. And I think maybe it's just, because I've wasted a lot of my fucking time. And honestly, I have really good luck with buyers now. Like, it's a process. You guys talk about amongst yourselves.

Once you know exactly what you're looking for, then we can start working. Yeah. One comment from the peanut gallery. And that is something that guys, just in general, a lot of these things you can hear. You can listen to Allie right now and be like, logically, I know she's right. However, in the moment, you still probably aren't going to do some of these things. And it's not until you've gotten. your fucking teeth kicked in time and time again that you'll come back, you know, six months

from now and be like, okay, now I'm finally ready to implement. And this is, it's just one of those things. You can hear it. And it's not until you actually feel the pain a lot of times. Same thing with buyers, but also working with investors. There's just a bunch of different. So just realize it's all part of the process. It is. It is. It is. At this point, when someone books a call, I have a whole Cali process. You know what? I'm going to share this too. I'm going to log into my Calenly and show you what the funnel,

not the funnel is, the workflow is. So I do not get stood up. So here I'm showing you the behind the scenes of Callenly, and I have a ton of follow-ups, text booking confirmation to host. And I have this for my buyers. immediately when an event is booked, I get a text. And the invitee gets a text as well. And I have those text to be set up immediately 24 hours before the appointment and two hours before the appointment.

You could also do just one hour before the appointment. But I like, in case they book far in advance, they at least get a one day warning and then a two hour. That way, I know if they if they didn't show to my call, I'm not chasing after them. Again, this might be different if you have nobody in the pipeline, but floor of the favorite, if you didn't show up, I know that you've received three text messages from my system alone, and I reached out to you too. So, nah, it's okay. It's not a good fit. Totally fine. Next. So that's where I wanted to show you what I have behind the scenes. And again, this is not perfect, but it gets a job done. So going back to my Trelley, unless Shelby, you have anything else?

No questions at this time, Allie. Thank you. So at that point, we have an idea of what their mustabs are, their wants, and their deal breakers. Review it. See if there are any properties that you may have under that you're listing. That may be a fit. If not, reach out to your crew in that area.

Do they have anything? Just so you can start looking. Of course, this is if the buyer is actually looking. Now, don't do this if they're looking next year. but I do set them up on a search. So I go on my KV Corps, my assistant has out of them as a new contact, as a prospect, a buyer in Tucson with a tag, you know, hot or warm or cold. And then what I do is I send them an email. So this email number two, again, copy and paste, I have, this is as big as I could zoom in though. Oh, perfect. Buy your email number two. Yes, this is number two because previously,

to have buyer email number one, but it was essentially everything that I asked them in my calenly. So ever since I started using calenly, I didn't have to send out buyer email number one, plus the response rate was pretty low because one, it's an email. Two, it's a lot of work. So I made that mandatory. I made buyer one email mandatory. Again, that's in my calendar. So I kind of skipped buyer email number one. Now I just go straight to buyer email number two. I could have shifted two to one and three to two, but it was going to be too much in my head. I already have everything memorized. So fire email number two is where I start out. I send this to anyone that booked a call on Callenly and the title or the subject is we're excited to work with you. We, because it's more

than just me. I have a bomb bomb in here embedded so you can see me like physically waving. There's like movement on this email. So they can click on this email or they can click on this video. This video is what I created and it literally what I say is just I pretty much read what I have in words in this email because there are so many words in this email. But I want to make sure that I send them everything in case they are the analytical type like me. And to cover my fucking ass slightly way I could say, yes, I already sent you everything you needed. And I actually send them something like this throughout the entire process. And I send the same attachments over and over again, as you'll see throughout this series. So I sent them an email and it says,

we're pumped. You decided to work with the best realtor group out there. That's us. So what to do now? Because I think everyone likes a freaking checklist. No one wants to wonder, what do I do? When is my, when is my realtor going to reach out to me? What's the next step? I tell them exactly, what to do now? Open the PDF attached. This contains the entire step by step on how to purchase a property. So that way, hopefully, it doesn't always happen, but hopefully they'll open the attachment, and they already know how the buying process works in Tucson because, let me open the attachment right now, buyer, client, PDF, this is a video series that I put together. Does it sound like a lot of work? Yes, but guess what? It is this fucking one time, and now I use this over and over and over again, so that's how I'm

able to save money and time. So it's a little bit about me. It's a PDF that I had my assistant make, and you can like click on it. It's like super cool. And it goes over the entire process of the home buying scenario in Tucson. What they can expect from me, what I can expect from them, which is submit a prequel letter. We're not going to show, we're not going to show any houses. I say this over and over again. So that way by the time they book a call with me, they usually already know, I'm not going to show you houses until we have a buyer broker sign. And now we have to have a buyer broker sign. So now we can actually say that. General information, work hours, no one really, I usually just verbalize this and say, if you need me, text me. I do not answer calls.

I straight up say that. And then as I continue scrolling down my, my PDF here, click to watch these videos. Buy your client's expectations. This is where I go over what I expect of them, what they should expect of me. And nowhere in here do I say I'm available 24 hours. You know, like I set up the expectations. So, and in the next video is the home buying process. and the video for that is an old-ass video. Oops, I still have it. Buying a home in Tucson, Arizona, what the market is. I kept this video on here for a reason because in 2022,

the market was a lot hotter than it is now. It's still like semi-hot, definitely still a seller's market, but I kind of want to train the buyers that they cannot just lowball. And I am not the realtor to lowball with. So unless you're serious about buying a property and then we may, we may not be a good fit. So this video has essentially establishes urgency and scarcity because there aren't a lot of homes on the market in Tucson. So I kept that up even though it says 2022 market. The next video is how to shop for a lender, exactly what questions to ask them. And the next one,

I have an entire video covering the purchase contract for that state. So that way, when it's time to place an offer, I don't have to then jump on a call with them as they're asking, hey, what does line 273 mean? What does line 143 mean? What does this mean? Everything is covered already in that video. And if they do have those questions, say they weren't the analyzing type and they didn't really care, that's kind of like type D and just whatever, just go with it. I can revert them back to this video. This video actually covers it the best. So I would suggest you go back to this. If you have any questions after that, then let's schedule another call and I'll answer those questions. That's exactly what I say.

How is the market? Yes. The videos, are these all still in Bombom? Are these like unlisted in YouTube or where are you hosting your videos? Oh, yeah. They are unlisted in YouTube. Yeah. Thank you.

You're welcome. And then I have extra videos here too. The four important steps that buyers forget when placing offers and seven ways to make your offer stand out. This goes over, you know, like we're offering 10,000 more if you accept our offer today or, you know, our offer expires here or appraisal gap, continuous all the stuff. The next video is, I'm under contract, now what? And that covers from contract to close any of the frequently answered questions that I've ever gotten or really just explains the overall

process, inspections, the appraisal period, what to expect, you know, call in the HOA, don't forget about paying your HOA bill, et cetera, et cetera. And this attachment I have for the rest of the contract or for the rest of the, yeah, the contract. So going back to the, the words here in this lengthy email, what to do now. So I told them to open this buyer PDF. And I asked them again to cover my butt and to make sure I'm not wasting my time. Message me if you've had already, if you've already had other agents show you properties. You'll be surprised at how many times agents will say, oh, yeah, I'm not really, I'm not working with another agent yet they've already signed. Or,

They always just sometimes, well, I don't want to say always. Sometimes they just say that they were ignorant to the fact that they didn't know that signing with an agent was as serious as it is. And sometimes they're correct. They actually didn't know because that realtor didn't explain to them. Signing this means you're only working with me. So now you've done, you've taken the time out of your day to work with clients that were already represented by somebody else.

Fun. Love that for us. Step three is walk through the purchase contract with the video that I made for you. this is a duplicate. This is another redundancy. This is in that PDF, but I want this to especially stand out. So I haven't linked in here again to that unlisted video on YouTube that goes over the entire purchase contract. And then number four is check your spam or junk folder because I have put you on a list. Remember when we put them in our in our KV4 and set them up on a list according to their wants and must haves and deal breakers. And then another redundancy.

step five, review the video on seven ways to make your offer stand out. Again, that's already listed on my PDF. Number six is review the buyer advisory. This is to cover your ass on the due diligence, best practices, and that I got from the MLS. And, or the association, number seven is send us your pre-approval letter or your proof of funds. We cannot take the next steps without that. then I have some more information at the bottom of how I want them to start thinking about when they're viewing properties. When they come across a property on Zillow or on Redfin or wherever it is, before they send me any properties in the group chat that I'm going to create, I want them to do a couple of things. If they are not local, the first thing they're going to do, and I tell them,

I tell them this again in that first Zoom call with them, before you throw any properties at me, I want to make sure you do a couple of things. Number one is go on Maps.govgoogle.com, drop the little yellow guy in the corner and walk all of the streets around the neighborhood. Do you think you will feel comfortable? After you've done that, go on crime grade or spot crime

and look at the crime maps because I cannot legally talk about crime. That's considered steering, and that's illegal. I can't do that. Plus, I'm from New York City, and what we consider safe and not safe is probably different.

So go on crime, apps and look at that. If schools are important to you, go on niche or go on great schools.org. And only after it's passed those three tests, if you're not local, then send the property over to me and I'll do some extra research and see if they're accepting VA loans or see what their timeline is. I'll do some more research after that. There's just no point unless you know for sure that you would make an offer on it. So it does have to be like a seven out of ten. And if they're, that's what I say, if they're not local. If they are local, then fuck the maps on google.com, I want you to drive there, drive the neighborhood

before you even said it to me in the group chat. Again, I sound super harsh, but it works. I don't know, like whether I'm talking to like people older than me, younger than me, like it works because this is not, chances are they may not buy properties too many times. So this is a good refresher for them. Oh yeah, maybe I should think about how my daughter is going to feel when she walks around this neighborhood. maybe it is a good idea to go to the property at midnight on a Friday, which is what I tell them to do, and literally get out of the car and walk around the property because there is no point of seeing the inside if you are going to be scared every time you leave your house. So that's the change that I do when they're already local, that I want them to see the outside before we even meet to schedule

to go on the inside. Any questions so far, Shelby? No, I'm with you. Cool. Make sure that before you send the property over to our group two, chat that it's within the pre-approval amount, of course. And always, always, always make sure that you and your spouse are on board. So the last thing I want to do is show your properties, go under contract, and guess what? Your spouse had no idea that you were looking at this property. She doesn't like the kitchen or he doesn't like the garage. And then what do you know, we have to fall out of contract. And I look like a dirt bag. And I straight up say that too. I'm like, I do not want my reputation to be ruined.

So please please, if you could respect that, that would be super appreciated because I don't want people to thank Allie, the agent, places offers only to then cancel. And they're always like, oh, yeah, I never thought about it that way. Totally. And so that happens. And that happens because I say this now, because part of my checklist, because I got burned. I got burned. One time I was representing a buyer.

And the husband did not tell his wife. And his wife barely even knew that she was under contract. and when I sent them photos of the house, they were like, what the hell I want to back out? And I was like, what, how are you as a grown-ass man not communicating with your wife? So I was like, never again, what's happened to me? I'm going to make sure that the spouse is included in all emails, is in the text message, even if he says he is the only decision maker. I don't care. Like, I am adding everyone that's going to be on the deed and the loan, everyone's going to be in the group chat. And I do want to point out too, like when you're on that Zoom call, sometimes, as you know, one person dominates

a conversation. Like it might be the wife. It might be the, you know, the brother or whoever it is, make sure you're including the other person. So as you're saying, okay, as you're reviewing the three must haves or the three wants, if one person is mainly talking as opposed to another, make sure after every single, after every single point that you cover, you bring them in. Is there anything else that you want to point out, you know, Rachel or, you know, whoever, because sometimes there will be things that they are not saying because they're just used to their spouse doing all the talking. And it is going to come back when you're under contract. So avoid it. The overall theme, if you can't tell, is to nix properties before you even go in them. The more that we can narrow down,

You know, it's not, oh my gosh, yes, we have 30 properties to look at. It's excellent. We have six properties that meet our criteria. These are the serious ones. You know, like you don't want to, you just want to, again, just preserve your time. So again, after that, I have, make sure that the numbers work out for them. If you are serious about the property enough to where you want to make an offer, send it to me via the group chat. I will look up all the agent notes and email you all the documents attached. So I've already had these layers of friction, right? Like you go to the property or you go to the neighborhood if you're here. Make sure you like it. Make sure it's at 11 p.m. on a Friday night. Do you hear gunshots? Do you feel safe? Are you cool? Or not? All right, next. Or max on Google,

essentially trying to take properties off. No, it doesn't match. No, doesn't match. It doesn't meet the criteria. If it does, then at that point, I'm going to do research. I'm going to see, does it accept the VA loan? Does it accept whatever? Are there any sort of contingencies? or anything that the seller is looking for that might not match my buyer's timeline. And I'll tell them, sometimes good agents, good listing agents will attach reports such as the insurance, which is mandatory in Tucson or in Southern Arizona. And the spuds, which is the seller property disclosure statement. So anything that they have, I will analyze it. I'm going to go on Bomb Bomb, or Loom, create a video and say, hey, this is the property on 100.000.

Main Street that you were looking at before I just send this to you and have you do the digging and read through this that you've never seen before. I wanted to explain this to you. So 100 Main Street, it seems like they did have to file an insurance claim because of a roof leak two years ago. So we're definitely going to want a roof inspection. And it looks like it wasn't actually fixed yet or, you know, whatever it might be. Or it looks like they continuously have, you know, a pool crack that's like not being able to be fixed. So that's going to be a lot of money. We're going to want a pool inspection too just to make sure I'm sending this to you. if you think that this is too big of a reason and this might be a deal breaker for you,

let me know. We'll cross us off the list and we'll move on to the next property because I only want to show you homes that are a hell yes for you. And after that, I say as soon as, you know, send me the top five homes that are a hell yes for all buyer parties and let's go view. This, again, this entire email is before the first Zoom call. I'm like hitting them with information because as a buyer, you might be trying to get on multiple realtors calendars, other realtors answer their phone and then put them on a drip or just trying

to meet them in person or whatever it is. I try to send as much information as I would have wanted in the beginning. What does a contract look like? Can you explain that to me? And I've done that before I've even met with them. So the other attachments that I have here are just redundance. So what you can expect of me, it's on a Google Doc. It's, again, already on my PDF as a video. I have the purchase contract, a blank one. I have the additional clause addendum, which are examples of how to make your offer stand out as I go over the appraisal gap waiver or the escalation clause and all that stuff.

The buyer's roadmap, which is, you know what, let me click on these buttons. I forgot I'm even sharing. Buyer's roadmap I got from Five Pillars Crew. Hey, hey, look at this. And it's a pretty little like wheel of just. the overall home buying process. Then, let me go back here. This is the additional clause addendum. So again, if this is a backup offer or et cetera, et cetera, non-refundable earnest money, that's a great way to get your offer accepted. Add your states. This is the purchase contract. And again, that's

my PDF. And then I also have the buyer advisory. My TC is also setting the buyer advisory. Again, we're both covering each other's asses, making sure that they get this sooner rather than later. And that is buyer email number two. Before we get to the Zoom call, Shelby, do you have anything? It is so much information before ever meeting with them. And it does make sense about why you're able to really like hone in laser focus on serious and efficient, effective buyer relationships. gold fucking star times a million alley that's fucking awesome this is literally so legit so legit and and you know what's funny is I you know what I probably should ask how many people actually

even open up these attachments I bet only the analytical type but if they are analytical I have it there for them and I know that other agents are are doing it so even if they don't open it it's there you've already you did the work once and now it's that it's not like you're literally takes you two seconds. So it wasn't superhuman, right? It was hard to see. Yeah. Yeah. So it takes two fucking seconds seconds to send that out. She did it once and now it's going to pay her 10fold. Not 10fold. A million fold. Yeah. Pagillion. Yeah. All we have to do is literally two clicks of the keyboard and it's up. Then I just have to add their email. And we have other videos on superhuman. And so if you are looking to get into superhuman, reach out to us. We have.

have amazing. I would recommend. It's, yeah, best thing ever. I was, I was hesitant in the beginning and, yeah, now. Game changer. 100% into it. Okay. So then all of that is before I even meet with them. Yeah. And that's what, so next, what are we doing next? What's the next series? Or is, is there more for today? I think I'll go ahead and, so that's, so that's sending email number two. Mm-hmm. At that point, I'm waiting to meet with them. If they have any questions, you know, they'll be like, oh, if they want to meet earlier, freaking meet earlier. If they want to change it to meet later, meet later.

But at that point, any questions that they have, chances are my email has already answered it. So again, the overall point of this is some people will want to go at their pace. They like, they want to FaceTime or they want to do a phone call at 10 p.m. Or they want to do this. It's, this is your business. This is the way that you run clients. you wouldn't face time an attorney and be like, well, this is how I want to do it. Like, so don't bend over backward.

Again, like, people actually respect a process. So if you thought that this was too intense, it fucking works for me. So maybe try it, you know. And let me just make sure that I didn't, that I covered everything. During the Zoom call, we're going to go over a little bit more of the, of today's market in buying or selling in Tucson. I'm going to have the main point of contact there, which is the. agent on my crew that I refer out to depending on their price point and where they're looking at because we have a specialist in all areas. So that is everything of what I do until we meet on

Zoom and have that initial call. So the next part of this buyer series is going to be starting from the Zoom call, quickly going over that, and then going over the documents and going into drafting the offer and the process that I have there to where again, I'm not reinventing the wheel. It's a couple of clicks on the keyboard, ready to go. So if you want me to go into any further detail about any specific part, reach out to us, give us a comment on YouTube or Spotify or Apple or Instagram. We're here for it. Allie the agent, The Shelby Show, be a bro and share this show.