Episode 572: Three Must-Have PDFs for Every Buyer Client

Turn every first conversation with a buyer into a follow up they will value. In this video I show how to build three essential PDFs that answer the questions fresh prospects ask and keep your name at the top of their inbox. You can create each document in ChatGPT, Gemini, or any slide tool, then brand and save them as ready-to-send files.

Home-Buying Roadmap A clear timeline for your market, from pre-approval through closing. Include key deadlines, appraisal basics, inspection tips, and a one-page glossary so new buyers understand terms like HOA and escrow. Text or email the roadmap after your first call and record a short video that walks through each step for extra clarity.

Neighborhood or Market Snapshot A single-page graphic that covers current list price range, average days on market, school scores, and local lifestyle highlights. Pull data from your MLS, Altos, or Redfin, add two photos that show the area’s vibe, and update monthly. When a lead requests information on a ZIP code, reply with this snapshot before they find the numbers on their own.

Upfront Costs and Financing Worksheet Side by side examples for three down-payment levels, estimated property tax, closing costs, insurance, and utilities. Finish with a quick note on ongoing ownership costs so buyers can budget beyond the mortgage. Spelling out the math builds trust faster than any script.

Once these PDFs are live, record a short reel for each, post them to your site as free downloads, and link them in follow-up emails. Buyers feel heard, you look prepared, and your pipeline keeps moving.

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