Whether you’re working with sellers or buyers, having a well-prepared and professional presentation is key to building trust and ensuring success. Here are things we recommend including when you meet with your buyer or seller for the first time.

Must-Haves for Seller Presentations:

• OREF 047 – Advisory Regarding Real Estate Compensation
• OREF 042 – Initial Agency Disclosure Pamphlet
• OREF 040 – Disclosed Limited Agency Agreement for Sellers
• OREF 043 – Advisory Regarding Electronic Funds
• OREF 103 – Advisory Regarding Title Insurance
• OREF 104 – Advisory to Buyers and Sellers Regarding Fair Housing
• Listing contract provided by your MLS
• Any forms required by your firm

Other Recommended Items:

• OREF 020 – Seller’s Property Disclosure Statement and other applicable disclosures. Provide these forms to sellers in advance to prepare them for completing and sharing with buyers.
• OREF 000A – Things to Know Before You Sign and a sample sale agreement (available on our website). Review each section thoroughly with your seller, including Definitions & Miscellaneous sections, to familiarize them with key terms and expectations when a buyer submits an offer.
• A comprehensive list of services you provide, including:
  • Market analysis
  • Listing preparation
  • Marketing plans (traditional and digital advertising)
  • Negotiation strategies on the seller’s behalf
• A list of helpful FAQs explaining the transaction process, covering:
  • Reviewing offers
  • Buyer concessions
  • Title review
  • Repair negotiations
  • Appraisal process
  • Steps toward closing

Must-Haves for Buyer Presentations:

• OREF 047 – Advisory Regarding Real Estate Compensation
• OREF 103 – Advisory Regarding Title Insurance
• OREF 042 – Initial Agency Disclosure Pamphlet
• OREF 041 – Disclosed Limited Agency Agreement for Buyers
• OREF 050 – Buyer Representation Agreement – Exclusive (or OREF 052 – Nonexclusive)
• OREF 000A – Things to Know Before You Sign
• Any forms required by your firm

Helpful Advisories (Before Starting the Home Search):

• OREF 102 – Advisory to Buyer Regarding Recording Devices
• OREF 043 – Advisory Regarding Electronic Funds

Other Recommended Items:

• A detailed list of services you provide, including:
  • Home search procedures
  • Guidance throughout the process
  • Evaluating market value of homes
  • Regular communication schedule
  • A helpful FAQ list to clarify the home-buying process.
• A detailed breakdown of the home-buying journey, including:
  • Selecting an agent
  • Choosing a lender and getting preapproved
  • Making offers
  • Negotiating repairs
  • Understanding the appraisal process
  • Steps toward closing
  • A sample sale agreement (available on our website). Review this thoroughly with buyers, emphasizing Definitions & Miscellaneous sections to familiarize them with the document’s key terms.
• A financial do’s and don’ts list, warning buyers about:
  • Avoiding new loans and large credit purchases
  • Maintaining employment stability
  • Protecting their financial profile

By including these essential forms, advisories, and additional resources, your seller and buyer presentations will be well-organized, comprehensive, and tailored to help clients navigate the real estate process effectively.

All comments and responses from OREF or its staff, managers, and volunteers are non-legal opinions made for general purposes. Each Forms subscriber must rely solely upon their Principal broker or personal legal counsel for specific advice and instruction. You and your client should independently confirm that the Form(s) you use are legally suitable for the purposes intended and that they are current with respect to all laws and regulations.