Real Estate Buyer Success Playbook

The Buyer Success Playbook is designed to guide homebuyers through every step of the purchasing process. Whether you’re a first-time buyer or an experienced investor, this template provides a structured approach to securing the right property with confidence.
Key Components:

  • Home Search Strategy: Tips on identifying priorities, researching neighborhoods, and evaluating listings.
  • Financing & Pre-Approval: Breakdown of mortgage options, credit considerations, and the pre-approval process.
  • Offer & Negotiation: Best practices for making competitive offers and navigating counteroffers.
  • Closing Process: Step-by-step checklist covering inspections, appraisals, and finalizing paperwork.
  • Moving & Transitioning: Guidance on packing, utility setup, and settling into your new home.

Download Options:

  • PowerPoint (PPTX): A visual guide for real estate professionals assisting buyers.

How to use this template

  1. Click on "Use this template" to create a copy of the template.
  2. Edit the template, and save it in PDF format.
  3. Access the RELAYTO template and update the PDF.
Note: If you created templates, they may be under the Personal tab. Business customers may see a Company tab with themed templates.
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Instructions

  1. Click the download button to receive the template in PowerPoint format,

  2. Open and edit the downloaded file to create your own content.

  3. Save the file as a PDF and upload it to RELAYTO

Can be edited with

PowerPoint
Google Slides
Keynote
Download & edit template

Download, edit and upload back to RELAYTO

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