Buying

Phase 1 - Getting Started

Outlining Your Objectives

What is your motivation to buy?

What price range are you considering?

What is your timeline to move?

What are your ideal features and "non-negotiables"?

What are you looking for in a neighborhood?

Phase 1 - Getting Started

Planning & Preparation

Discuss objectives and process

Select a lender and begin loan approval process

Obtain loan approval letter

Sign exclusive buyer-broker agreement

Research neighborhoods of interest

Phase 1 - Getting Started

Understanding the Market

Analysis of active, pending and sold transactions

Review contracts and timelines

Personal timing and seasonal considerations

Market forces; supply v. demand, macro v. micro

Phase 2 - Finding Your Home

Finding Your Home

Browse and review online listings

Notification of new and off-market properties

Attend open houses

Select your ideal location and home

Phase 2 - Finding Your Home

Offers & Negotiation Strategies

Learn about the Purchase Contract

Discuss multiple-offer strategies (as needed)

Offer presentation and highlighting buyer strengths

Negotiate to optimize price and terms

Acceptance of offer/counter-offers

Phase 3 - Signing on the Dotted Line

Escrow Process

Notify escrow of acceptance and send fully executed contract

Wire initial deposit to escrow per terms of agreement

Notify lender to begin the loan and order appraisal

Sign and return opening package of escrow instructions

Contact insurance agent regarding homeowners coverage

Provide escrow with vesting (title) information

Phase 3 - Signing on the Dotted Line

Inspections & Disclosures

Schedule all desired home inspections, including termite report

Review all disclosures and reports

Approve or negotiate repairs based on the inspection reports

Review and approve preliminary tile report

Meet deadlines and remove contractual contingencies

Schedule final walk-through prior to close of escrow

Phase 4 - Making it Official

Closing

Review closing statement from escrow

Meet with escrow to sign loan documents

Arrange to wire the down payment and closing cost

Transfer utilities to new location

Closing, key delivery and celebration

Phase 4 - Making it Official

Working Together Again

Staying in touch

Second homes and investment properties

Providing resources and introductions

Referrals, testimonials and reviews

Your Next Home is Waiting.

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