Buying Your Home: Our Plan

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Step One:

Outlining Your objectives

Tell us your wish-list, non-negotiables and timeline

planning and preparation

  • Demystifying the home buying process and positioning you for success in this competitive market

  • Refining your price range

  • Having proof of funds documentation or finding the right lender for you and obtaining pre-approval letter

  • Sign exclusive buyer-broker agreement

Helping you understand the market

  • Providing an up-to-date analysis of active, pending and sold transactions with timely updates

  • Market forces, supply versus demand, macro versus micro

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Step Two:

finding your dream home

  • Browse and review online listings that we send you

  • Notification of new and off-market properties

  • Review weekly open-house schedule that we provide you

  • Attend open houses

  • We will arrange and attend a private showing of any property that you are potentially interested in

Offers and Negotiation Strategies: Where Our Experience Counts

  • Learn the steps of making an offer and how we protect you in the process

  • Discuss multiple-offer strategies (as needed)

  • Offer presentation and highlighting your offer’s strengths to listing agent

  • Negotiate to optimize price and terms for you

  • Acceptance of offer/counter-offers


Step Three:

once your offer is accepted

  • Circulate fully signed offer to all necessary parties

  • Escrow initial deposit per terms of the agreement

  • Arrange for any inspections of the property (if applicable)

  • Review inspection reports and negotiate on your behalf

  • Make sure the draft purchase and sale agreement is available for review in a timely manner

  • Notify lender of accepted offer and make sure an appraisal is scheduled (if applicable)

  • Facilitate the signing of the purchase and sale agreement and escrowing the necessary funds as per the terms of the agreement

  • Contact insurance agent regarding homeowner’s coverage and provide mortgage lenders wording for the certificate of insurance

  • Schedule transfer of utilities

  • Schedule final walk-through of the property

  • Review of settlement statement with your attorney


Step Four:

The Closing: The Day You Have Been Waiting For!

  • Attend final walk-through with you to ensure property is in expected condition

  • Sign Closing Documents

  • Key Exchange

  • Celebrate your new home

Working together again

  • Staying in touch

  • Second homes and investment properties

  • Providing resources and introductions

  • Referrals, testimonials and reviews