• Initial meeting with You

  • Determine your’s desires (needs/wants in a new home)

  • Review duties / responsibilities of us as Agent

  • Ensure that you are pre-approved with a known bank

01. Game Plan

  • Set you up on a listing alert service

  • Preview properties on behalf of You or with You

  • Help You select ideal property

02. Property Search

  • Obtain copy of Title information to identify property owner(s)

  • Contact Listing Agent to validate property is still available; confirm any special terms for offer

  • Prepare a Market Analysis in the area to determine offer price

  • Obtain and review available disclosures with You

  • Prepare check Purchase Agreement on behalf of You

03. The Offer

  • Present Your offer to Listing Agent

  • Ensure Your's Lender available by phone in case finance questions are being asked by Listing Agent

  • Respond / negotiate counter-offers and contract addendums, Prepare new counter-offers / addendums on behalf of You

  • Acknowledge ratified contract on behalf of You

04. Negotiation

  • Send copy of ratified Purchase Agreement and Property Profile to Your's Lender to start lender underwriting

  • Order any secondary inspections requested by Buyer

  • Be onsite for property inspections and meet appraiser

  • Negotiate contract adjustments and credits if new defects are found as part of property inspections

  • Assure loan underwriting moves forward on schedule

05. In Contract

  • Manage the timely release of contingencies on behalf of You

  • Ensure that You have Certified Funds for amount due at closing and Lender will be on a notary deal

  • Provide a list of potential qualified vendors (e.g. movers, attorneys, carpenters, painters, etc.) if these services are needed

  • Validate house is clean and all of Seller’s possessions are removed prior to close of escrow

  • Monitor closing so transfer of property occurs as planned

  • Once property recording is complete, deliver keys to new Home Owner

06. Close of Escrow

Phone nr.  

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