Share your objective
Explain whether you want to live, invest, build or compare options. A good advisor can filter properties faster with that context.
Validate experience
Ask about similar transactions, documentation support and current availability in the areas you are considering.
| Topic | Exact question | Strong answer | Red flag |
|---|---|---|---|
| Local experience | What similar transactions have you closed in this area? | Provides verifiable examples and explains local specifics | Vague answers or only shows listings |
| Property | Which documents have you reviewed? | Identifies title, liens, taxes and missing items | Says everything is fine without evidence |
| Costs | What is the estimated total cash outlay? | Breaks down deposit, down payment, notary, appraisal and taxes | Discusses only the listing price |
| Financing | What happens if the appraisal is below the price? | Explains the gap, negotiation and alternatives | Guarantees approval or appraisal value |
| Process | Which stages depend on third parties? | Defines owners, documents and estimated dates | Promises dates without checking bank or notary |
Keep the process organized
Use written summaries, saved property sheets and clear next steps after every call or visit.
