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4 – Buyer

This is the Buyer section of the New Home Checklist. For the overview click here.

Schedule Home Inspection

Click the “Schedule Home Inspection” button to go to the “Home Inspection or Signed Waiver” pop-up to select a date/time for the appointment. This task can’t be checked manually.

Required fields are marked with an *.

 

The Home field is automatically populated from the related Unit detail. The Agent Info is automatically populated by the Lead info. These fields are not editable.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
Once you have filled out all of the required fields and filled out any other fields that apply, then you click the “Save Appointment” button at the very bottom of the form to save it.
 
Once you have saved the appointment, then the date/time of the appointment will show to the right of the task and the button is changed to View Appointment. If you click on View Appointment, then you can edit the date/time or cancel the appointment.

Schedule Pest Inspection

Click the “Schedule Pest Inspection” button to go to the “Pest Inspection or Signed Waiver” pop-up to select a date/time for the appointment. This task can’t be checked manually.

Required fields are marked with an *.

 

The Home field is automatically populated from the related Unit detail. The Agent Info is automatically populated by the Lead info. These fields are not editable.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
Once you have filled out all of the required fields and filled out any other fields that apply, then you click the “Save Appointment” button at the very bottom of the form to save it.
 
Once you have saved the appointment, then the date/time of the appointment will show to the right of the task and the button is changed to View Appointment. If you click on View Appointment, then you can edit the date/time or cancel the appointment.

Schedule Mold Inspection

Click the “Schedule Mold Inspection” button to go to the “Mold Inspection or Signed Waiver” pop-up to select a date/time for the appointment. This task can’t be checked manually.

Required fields are marked with an *.

 

The Home field is automatically populated from the related Unit detail. The Agent Info is automatically populated by the Lead info. These fields are not editable.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
Once you have filled out all of the required fields and filled out any other fields that apply, then you click the “Save Appointment” button at the very bottom of the form to save it.
 
Once you have saved the appointment, then the date/time of the appointment will show to the right of the task and the button is changed to View Appointment. If you click on View Appointment, then you can edit the date/time or cancel the appointment.

Schedule Appraisal

Click the “Schedule Appraisal” button to go to the “Mold Inspection or Signed Waiver” pop-up to select a date/time for the appointment. This task can’t be checked manually.

Required fields are marked with an *.

 

The Home field is automatically populated from the related Unit detail. The Agent Info is automatically populated by the Lead info. These fields are not editable.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
Once you have filled out all of the required fields and filled out any other fields that apply, then you click the “Save Appointment” button at the very bottom of the form to save it.
 
Once you have saved the appointment, then the date/time of the appointment will show to the right of the task and the button is changed to View Appointment. If you click on View Appointment, then you can edit the date/time or cancel the appointment.
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