Understanding Your Wants & Needs
What is your motivation to buy?
What is your timeline to move?
What are your ideal features and “non-negotiables” you can’t live without in your new
What price range are you considering?
Do you need to sell your current property to buy your next home?
What are you looking for in a neighborhood? e.g. walkability, proximity to restaurants,
school district, etc.
Planning and Preparation
Discuss wants/needs and entire process.
Select a lender and begin loan approval process.
Review interest rates and different options.
Obtain loan approval letter (pre-approval letter).
Sign exclusive buyer-broker agreement.
Understanding the Market
Analysis of active, pending and sold transactions.
Personal timing and seasonal considerations.
Market forces; supply vs. demand, sellers market vs. buyers market vs. balanced
Finding Your New Home
Search, browse and review available homes online.
Notification of new homes for sale and off-market properties.
Preview homes during broker preview for clients.
Attend open houses.
Set up private VIP viewings.
Offers and Negotiation Strategies
Learn about the Purchase Contract.
Discuss multiple-offer techniques and strategies (as needed).
Offer presentation and highlighting buyer (your) strengths.
Negotiate to optimize price and terms.
Review property report and anything affecting the title before making an offer.
Acceptance of offer.
Notify escrow of acceptance and send fully executed contract.
Wire initial deposit (EMD) to escrow per terms of agreement.
Notify lender to begin the loan details and order appraisal.
Sign and return opening package of escrow instructions.
Provide escrow with vesting (Title) information.
Inspections and Disclosures
Schedule all desired home inspections and termite report.
Review all disclosures, reports and contractor’s estimates (if applicable).
Provide list of scheduled maintenance plans to seller.
Approve or negotiate repairs based on the inspection report(s).
Review and approve preliminary tile report.
Meet deadlines and remove contractual contingencies after above items are agreed
Schedule final walk-through of the home prior to close of escrow.
Review final closing statement from escrow.
Meet with escrow to sign loan documents with notary per state law.
Arrange to wire the down payment and closing cost.
Transfer all utilities to new your new home.
Closing, key delivery and celebration!
Working Together Again
Staying in touch.
Client appreciation events.
Providing resources and introductions (painters, plumbers, etc.).
Referrals, testimonials and reviews.
Second homes and investment properties.
Continuing relationship through service to maintain the home’s value.