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Jen Davis and Julia Lashay

The Establish Clients for Life with Buyers course explores the comprehensive approach that real estate agents take when working with buyers. You will learn how to generate buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion, and all the essential steps in between.

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The Establish Clients for Life with Buyers course explores the comprehensive approach that real estate agents take when working with buyers. You will learn how to generate buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion, and all the essential steps in between.

By the end of this course, you'll be able to explain how real estate agents:

1. Manage the entire buyer lifecycle, from lead to closed contract.

2. Find buyer leads and how they convert the leads to appointments.

3. Plan and conduct buyer consultations that end with signed buyer representation agreements.

4. Show homes to buyers.

5. Prepare offers, negotiate offers, and get offers accepted.

6. Manage the post-closing process.

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What's inside

Syllabus

Working with Buyers
Welcome to Working with Buyers, the first module of Establish Clients for Life with Buyers. This module will educate you on how to position yourself as a trusted expert for potential buyers and the places where you can find buyer leads. You will also learn how to create an unbeatable buyer-client experience that continues to grow your database over time.
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Buyer Consultations
Welcome to Buyer Consultations, the second module of Establish Clients for Life with Buyers. This module will help you prepare for and conduct a buyer consultation that ends with a signed exclusive buyer agency agreement.
Find Homes for Potential Buyers
Welcome to Find Homes for Potential Buyers, the third module of Establish Clients for Life with Buyers. This module will help you understand the process of showing homes to potential buyers. You will learn how to recognize different buying signals and how to ask questions to uncover buyers needs, all while maintaining your fiduciary duties.
Make Offers and Negotiate on Behalf of Buyers
Welcome to Make Offers and Negotiate On Behalf of Buyers, the fourth module of Establish Clients for Life with Buyers. This module will teach you how to use data to educate your potential buyers and help them write strong, competitive offers. You will also learn how to prepare for, write, and deliver offers on behalf of your buyers. You will discover common points of negotiation when working with buyers and start to develop negotiation skills that will help you and your buyers win more deals.
Buyer Transactions from Contract to Close
Welcome to Buyer Transactions from Contract to Close, the fifth module of Establish Clients for Life with Buyers. This module will educate you on your responsibilities as a buyer's agent from contract until when buyers are in their new home and beyond. You will learn strategies for protecting transactions to ensure that deals do not fall through at the signing table.
Maintaining Relationships with Buyers
Welcome to Maintaining Relationships with Buyers, the final module of Establish Clients for Life with Buyers. This module will educate you on different ways you can maintain relationships post-closing in ways that come from value and continue to grow your database. You will also learn about the various post-close administrative tasks that help set your business up for success in future and new transactions.
Summary and Wrap-Up- Establish Clients for Life with Buyers
Please watch and read the review materials for Establish Clients for Life with Buyers before beginning the Peer Review Project.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Examines various strategies for growing your database over time, which is a cornerstone of success in real estate
Taught by Julia Lashay and Jen Davis, who are recognized for their work in real estate
Develops a strong foundation for understanding the buyer lifecycle, from lead to closed contract, which is essential for real estate agents
Covers the basics of finding buyer leads and converting them to appointments, which is a crucial step in the real estate sales process
Strengthens an existing foudnation for real estate agents who want to improve their skills in planning and conducting buyer consultations
Provides a comprehensive overview of showing homes to buyers, which is a key part of the real estate sales process

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Establish Clients for Life with Buyers with these activities:
Review the legal and ethical requirements for real estate agents
Ensure a strong understanding of the legal and ethical responsibilities of real estate agents.
Show steps
  • Review the real estate laws and regulations in your jurisdiction.
  • Read the Code of Ethics for Real Estate Professionals.
  • Attend continuing education courses on legal and ethical issues for real estate agents.
Read 'Real Estate Finance for Dummies'
Provide a solid understanding of the financial aspects of real estate transactions, which is essential for real estate agents.
Show steps
  • Read the book in its entirety.
  • Take notes on key concepts.
  • Complete the practice exercises at the end of each chapter.
Identify and connect with a successful real estate agent
Gain valuable insights and guidance from an experienced professional.
Show steps
  • Attend industry events and network with other real estate agents.
  • Reach out to successful real estate agents and request a meeting.
  • Build a relationship with the mentor and seek their advice.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Follow the 'Negotiation Skills for Real Estate Agents' video series
Enhance negotiation skills, a crucial aspect of real estate transactions.
Browse courses on Negotiation
Show steps
  • Watch the videos in the series.
  • Take notes on the tips and techniques presented.
  • Practice the negotiation techniques in role-playing exercises.
Conduct mock buyer consultations
Refine your buyer consultation skills through practice.
Show steps
  • Find a partner to practice with.
  • Role-play a buyer consultation.
  • Provide feedback to your partner.
Join a real estate agent mastermind group
Engage with other real estate agents and learn from their experiences.
Show steps
  • Find a mastermind group that meets your needs.
  • Attend the mastermind group meetings regularly.
  • Share your experiences and insights with the group.
  • Support the other members of the group.
Develop a marketing plan for your real estate business
Create a comprehensive plan to attract and retain clients.
Show steps
  • Identify your target audience.
  • Research your competition.
  • Develop your marketing message.
  • Choose the marketing channels that will reach your target audience.
  • Create a marketing budget.
  • Track your results and make adjustments as needed.
Participate in a real estate sales competition
Test your skills and knowledge in a competitive environment.
Show steps
  • Find a real estate sales competition that you are eligible to enter.
  • Prepare for the competition by studying and practicing.
  • Compete in the competition to the best of your ability.
  • Reflect on your performance and identify areas for improvement.

Career center

Learners who complete Establish Clients for Life with Buyers will develop knowledge and skills that may be useful to these careers:
Real Estate Agent
Real Estate Agents help buyers find their dream homes. This course helps one to establish lifelong relationships with buyers, which is essentially what success in this field entails. The course teaches real estate agents how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. It also teaches how to manage the entire buyer lifecycle, from lead to closed contract.
Real Estate Broker
Real Estate Brokers oversee real estate transactions and manage real estate agents. The course would serve as an excellent basis for someone interested in becoming a Real Estate Broker, as it covers the entire buyer lifecycle, from lead to closed contract. Additionally, the course teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. These are all essential skills for Real Estate Brokers to have.
Loan Officer
Loan Officers help buyers secure financing for their new homes. The course would be helpful to Loan Officers, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. Additionally, the course teaches the process of preparing offers, negotiating offers, and getting offers accepted. This knowledge would be helpful to Loan Officers in understanding what their clients need and how to help them achieve their goals.
Real Estate Appraiser
Real Estate Appraisers determine the value of real estate for various purposes, such as mortgages, sales, and taxes. The course may be useful to Real Estate Appraisers, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. Additionally, the course teaches the process of preparing offers, negotiating offers, and getting offers accepted. This knowledge would be helpful to Real Estate Appraisers in understanding what their clients need and how to help them achieve their goals.
Mortgage Broker
Mortgage Brokers help buyers find the best mortgage rates and terms. The course may be useful to Mortgage Brokers, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. Additionally, the course teaches the process of preparing offers, negotiating offers, and getting offers accepted. This knowledge would be helpful to Mortgage Brokers in understanding what their clients need and how to help them achieve their goals.
Property Manager
Property Managers oversee the day-to-day operations of residential and commercial properties. The course may be useful to Property Managers, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. Additionally, the course teaches the process of preparing offers, negotiating offers, and getting offers accepted. This knowledge would be helpful to Property Managers in understanding what their clients need and how to help them achieve their goals.
Commercial Real Estate Agent
Commercial Real Estate Agents help buyers find and lease or purchase commercial properties, such as office buildings, retail stores, and industrial warehouses. The course may be useful to Commercial Real Estate Agents, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. Additionally, the course teaches the process of preparing offers, negotiating offers, and getting offers accepted. This knowledge would be helpful to Commercial Real Estate Agents in understanding what their clients need and how to help them achieve their goals.
Property Inspector
Property Inspectors inspect residential and commercial properties for various purposes, such as sales, purchases, and insurance claims. The course may be useful to Property Inspectors, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. Additionally, the course teaches the process of preparing offers, negotiating offers, and getting offers accepted. This knowledge would be helpful to Property Inspectors in understanding what their clients need and how to help them achieve their goals.
Real Estate Developer
Real Estate Developers acquire and develop land for various purposes, such as residential, commercial, and industrial use. The course may be useful to Real Estate Developers, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. Additionally, the course teaches the process of preparing offers, negotiating offers, and getting offers accepted. This knowledge would be helpful to Real Estate Developers in understanding what their clients need and how to help them achieve their goals.
Real Estate Investor
Real Estate Investors buy, sell, and rent real estate for profit. The course may be useful to Real Estate Investors, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. Additionally, the course teaches the process of preparing offers, negotiating offers, and getting offers accepted. This knowledge would be helpful to Real Estate Investors in understanding what their clients need and how to help them achieve their goals.
Landlord
Landlords own and rent out residential and commercial properties. The course may be useful to Landlords, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion. Additionally, the course teaches the process of preparing offers, negotiating offers, and getting offers accepted. This knowledge would be helpful to Landlords in understanding what their clients need and how to help them achieve their goals.
Tax Advisor
Tax Advisors help individuals and businesses with their tax planning and preparation. The course may be useful to Tax Advisors, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion.
Real Estate Attorney
Real Estate Attorneys represent buyers and sellers in real estate transactions. The course may be useful to Real Estate Attorneys, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion.
Title Examiner
Title Examiners examine titles to real estate properties to ensure that they are clear and marketable. The course may be useful to Title Examiners, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion.
Financial Advisor
Financial Advisors provide financial advice and guidance to individuals and families. The course may be useful to Financial Advisors, as it teaches how to find buyer leads, conduct property showings, and nurture client relationships beyond the transaction’s conclusion.

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Establish Clients for Life with Buyers.
Provides a comprehensive overview of the home buying and selling process, covering topics such as finding a real estate agent, getting pre-approved for a mortgage, and negotiating a contract.
Provides a step-by-step guide to building a successful real estate business.

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