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Buying your Home: Our Plan

Buying your Home: Our Plan

Phase One

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?

Planning and Preparation

  • Discuss objectives and process
  • Select a lender and begin the loan approval process
  • Obtain loan approval letter
  • Sign an exclusive buyer-broker agreement
  • Research neighborhoods of interest

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 Two

Finding Your Home

  • Browse and review online listings
  • Notification of new and off-market properties
  • Attend open houses
  • Select your ideal location and home

Offers and Negotiations Strategies

  • Learn about the Purchase Contract
  • Discuss multiple-offer strategies (as needed
  • Offer presentation and highlight buyer strength
  • Negotiate to optimize price and terms
  • Acceptance of offer/counter-offers
  • Targeted Mailings
  • Responding to the Market

Phase Three

Escrow Process

  • Notify escrow of acceptance and send the fully executed contract
  • Wire initial deposit to escrow per terms of the agreement
  • Notify lender to begin the loan or order appraisal
  • Sign and return opening package of escrow instructions
  • Contract insurance agent regarding homeowners coverage
  • Provide escrow with vesting (title) information

Inspections and Disclosure

  • 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 escrow



Phase Four


  • Review closing statement from escrow
  • Meet with escrow to sign loan documents
  • Arrange to wire the down payment and closing cost
  • Transfer utilities to the new location
  • Closing, key delivery, and celebration

Working Together Again

  • Staying in touch
  • Second homes and investment properties
  • Providing resources and introductions
  • Referrals, testimonials, and reviews



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