What to Expect From a Real Estate Visit

Documentation makes the consultation productive.

• Have property details (address, MLS number, purchase contract if applicable)
• Know your budget and financing pre-approval status
• List your must-haves vs. nice-to-haves
• Research neighborhoods and schools
• Have questions about process and timeline

Usually 30-60 minutes for first meeting.

• Introduction and understanding of your situation
• Review of documents you brought
• Discussion of options and approach
• Explanation of fees, billing, and timeline
• Decision about whether to engage

What you should expect throughout the work.

• Regular communication appropriate to the matter (weekly, milestone-based, or as-needed)
• Written updates for significant developments
• Itemized billing if hourly, milestone payments if flat-fee
• Documentation of all important decisions
• Notification before any unusual expenses or scope changes

Wrap-up, payment, and ongoing access to records.

• Final deliverables (documents, returns, transaction completion)
• Final invoice with itemization
• Records and documentation provided
• Discussion of any ongoing needs
• Access to portal or file storage for future reference