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Our Brokers are Full Service!

One of the reasons Orion’s experienced brokers have loyal clients is because, for them, the relationship doesn’t end when their client’s loan closes. They are fully invested in their client’s future as well. So, a client has purchased a new home and now all that’s left to do is move in. Orion’s brokers remind clients to not forget these important steps they should take when moving.

Security is first and foremost. Replace the locks. There is no way to know how many people possess the key to the house. Immediately set up all the utility accounts and coordinate appliance and furniture delivery in advance. These tasks will ensure the house is livable upon arrival. Good brokers will remind their client to work with the previous owner of the house and locate the main circuit breaker, water valve and other key features. And to also be sure to test the smoke and carbon monoxide detectors.

Remind the client to change their mailing address. Make sure that the mail is being routed to the correct place. Your client doesn’t want bills and other important documents arriving at their old address. Whether they handle it before or after moving, finding a reputable school is key to ensuring their child receives the best possible education.

Find local health care providers before needed. Clients are often told to not wait until they’re sick or overdue for a check-up. Getting set up with a local dentist, primary care physician, and other specialty medical practitioners will save time down the road.

New owners reach out to the local HOA in their new community to learn their meeting schedule, along with any rules or regulations that a new owner should be aware of. Orion’s brokers know that most HOAs are a great resource for finding information on local restaurants, night life, social gatherings, gym memberships, and more.

Visit the local fire station to obtain window stickers. Place them on children’s bedroom windows and on windows where pets sleep. Don’t forget to keep at least one fire extinguisher on each floor of the home. And our brokers tell clients to keep the broker’s phone number handy if their client has more questions!


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