Realtor Types & Needs Flashcards
New Agents
Real estate professionals who are early in their careers and may not yet have a deep network of trusted partners or experience working with home inspectors.
Key Need: Guidance, tools, and resources to establish their credibility with clients and support their professional growth.
TOOLS: (for them) Info series, PTPEstimates, VOH, Cost Guide
Realtors Representing New Homebuyers/Sellers
Realtors working with clients who are navigating the real estate transaction process for the first time. These clients often need more education and reassurance.
Key Need: Inspection services and resources that provide clarity, reduce stress, and instill confidence in their clients.
TOOLS: Onsite debrief, Info series, PTPHomeManual
Realtors Representing Experienced Homebuyers/Sellers
Realtors working with clients who have bought or sold homes before and may have higher expectations or specific preferences.
Key Need: A smooth, professional experience that meets client expectations and helps them move forward confidently.
TOOLS: Show onsite report debrief, PTP Estimates
Realtors with Time-Pressed Clients
Realtors supporting clients who need to make decisions quickly or are managing tight schedules.
Key Need: Fast, efficient inspection processes and tools that save time while maintaining accuracy and professionalism.
TOOLS: EZBook, Onsite report, PTP Estimates, PTPHomeManual
Realtors with Out-of-Town Clients
Realtors assisting buyers or sellers who are not local and rely on remote tools and resources to make informed decisions.
Key Need: Virtual solutions and clear communication to keep clients connected and informed throughout the transaction process.
TOOLS: PTP360, PTPConnects
Realtors Needing Who Must Have Non-Alarmist
Realtors who prioritize calm, clear, and solution-oriented inspection reporting to avoid alarming clients unnecessarily.
Key Need: Reports that highlight solutions and maintain confidence in the transaction.
TOOLS: Onsite debrief (report comments), Info series, PTPHomeManual
Realtors Needing Quick Inspection Turnaround
Realtors needing fast results to keep the transaction timeline on track.
Key Need: Same-day onsite reporting and tools for rapid information delivery.
TOOLS: Onsite debrief, PTP Estimates, EZBook, Added services
Realtors Needing Availability and Speed for Booking
Realtors who value flexibility and quick scheduling to accommodate their clients’ needs.
Key Need: Online booking, fast response times, and real-time availability.
TOOLS: EZBook, Put Share Card on agent’s home screen and demo, Availability
Realtors Needing Added Services
Realtors looking for specialized services to address specific client concerns or needs (e.g., repair estimates, additional inspections).
Key Need: Flexible service offerings to enhance their client’s experience.
TOOLS: Added services
Realtors (already big) Seeking More Clients
Realtors (already big) Who Need to Save Time
Realtors interested in tools and strategies to attract and retain clients, boosting their business.
Key Need: Solutions that help Realtors convert prospects and stand out in their market.
TOOLS: (for realtor/prospect meetings to convert to clients)- Cost Guide, PTP Connects
Realtors juggling multiple transactions or clients who benefit from streamlined processes and efficient communication.
Key Need: Tools and services that simplify workflows and save valuable time.
