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
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