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Checklist & Tips When Hiring a Realtor

There’s really no set code or exact science to finding a real estate professional that’s right for you and your family.  First you need to weigh your options of to hire or not to hire an agent.  We always recommend hiring a professional to handle your home buying or selling needs.  While feeling comfortable with an agent as a person and professional is important, using a checklist when hiring a realtor can help you pick the perfect agent or team. Use this handy checklist for selection of the right agent.

Market Savvy – Is the agent market savvy?

The real estate market is always changing, and the agent you choose should be knowledgeable about both past and current market conditions, efficient and proactive with staying a step ahead of the learning curve.

Data Mining Skills

Today, agents must have the tools and ability to tap into technology. With data mining skills, the agent can identify those buyers who’d be interested in your home and market to that audience. For buyers, an agent’s data mining skills can focus in on specific data to select the perfect homes to show you.

Marketing Plan

What’s in the agent’s marketing plan? Will they be using online advertising, MLS, open house, flyers and professional networking with other brokers? The real estate agent should be able to provide you with a detailed, proven marketing plan.

Part Time vs Full Time

When you find a realtor, it’s important that he or she is fully engaged in the selling or listing of homes. A part time focus will only deliver part time results. With a full time agent, you get a professional who is actively involved in the industry and dedicated in their career.

Experience Level

Experience does matter. An experienced realtor knows the ropes and help the real estate transaction process run smoother. At the same time, that seasoned professional should be committed, enthusiastic willing to go the extra mile for results.

List-to-Sale Ratio

There is a very definitive difference between listing homes and closing them. Ask the agent to provide you with their track record. Armed with this information, you can evaluate just how effective the agent is at getting the deal sealed and done.

Communication Strategies

Communication between agent and client is an important component in the sales process. Ask the agent how they will keep in contact with you and how often they will contact you. This way, you’ll be in the loop and updated with the progress of your home.

Network of Professionals

Does the agent have a network of professionals in the industry? Choosing an agent who is well connected with others in the real estate industry provides you with resources. From landscapers and home improvement specialists to home staging professionals and brokers in other offices, a well-connected agent has got you covered.


Is the realtor keen to providing you with references? Most good agents are happy to openly share their referral information with you. As a matter of fact, top-performing agents cultivate most of their business from their referral base. So, go ahead and ask to be provided with a list of names and phone numbers. Consider it a part of due diligence.

This checklist is the ground foundation for choosing a realtor with whom you can have a great working relationship. Use these hiring realtor tips, and you’ll wind up with an advocate that you can trust. And it really does come down to only one thing – trust.

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About The Author
Gus Testa

Gus Testa, Top Realtor with On Point Carolinas Realty, LLC, has been in real estate sales and management since 1977. In 1993, after leaving family, friends and his owned real estate franchise firm behind, he and his wife Beth made the decision to “head South” with their 2 sons. Since that time there has been no looking back. Gus immediately began working for a local and well respected new home builder, building beautiful neighborhoods in and around the Charlotte area. In his first year of new home sales he was awarded “Rookie of the Year” for the highest volume of sales for the company. Then in 2002, it was time to move on and Gus joined major developer Crescent Resources as one of their Residential Sales Associates. From 2002 through 2012, Gus along with his business partner Kim McBee, continually sold several million dollars in volume and became very familiar with the movers and shakers in the Real Estate industry in and around the Lake Norman area, the Charlotte area and the Northern most portions of South Carolina. In 2013 Gus and Kim partnered with a local developer to open On Point Carolinas Realty, LLC; a full service real estate company, listing and selling new and re-sale homes and home sites. Gus holds licenses in both North and South Carolina.

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