Unlock more closings and client referrals with this all-in-one checklist designed to guide REALTORS through every step of a HECM for Purchase transaction, from eligibility to closing. Empower your senior clients to buy with confidence, avoid costly mistakes, and smoothly navigate unique scenarios that can turn one client into two transactions.

• Microsoft Word: This editable file lets you customize, add notes, and tailor the checklist to fit your unique workflow, making it a versatile tool you can adapt and reuse for every senior buyer you serve.
• PDF: This reusable file lets you easily track progress, keep organized records, and ensure nothing is overlooked, without the possibility of accidentally deleting an important line item. It’s a practical tool you can use time and again to confidently serve senior buyers and maximize your business.
• Google Doc: You can open and use this checklist from any device that allows you to access your Google Drive. Perfect for on-the-go REALTORS who want a simple, cloud-based tool to track transactions without software hassles.