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The Plan:

  • Get to know you and understand exactly what you are looking for
  • Determine purchase goals and needs, including budget and timing
  • Introduce lender partner and secure mortgage pre-approval, if required
  • Understand agency relationships
  • Discuss current market condition, become educated regarding recent sales, supply & demand, and market time
  • Familiarization with purchase contracts, disclosures and contingencies


The Search:

  • Receive MLS search results with daily updates based on purchase goals and objectives
  • Review any off-market “pocket listings” forwarded from broker
  • Compare all active properties against buyer’s stated objectives
  • Eliminate non-relevant properties from showings and tours
  • Visit properties
  • Compare each property to search goals
  • Choose the right home
  • Review Competitive Market Analysis (“CMA”) to determine correct pricing for home


The Offer:

  • Discuss and agree upon all offer terms for property
  • Confirm negotiation strategy
  • Develop approach for multiple offer situations, if required
  • Present offer to seller via listing broker
  • Conduct negotiation orally and via email
  • Interview and hire real estate attorney
  • Execute the sales contract
  • Distribute executed documents to all relevant parties
  • Deliver earnest money
  • Work closely with the lender to finalize loan application and meet any mortgage contingency deadlines
  • Accompany home inspection
  • Participate in attorney review
  • Renegotiate any issues raised by the attorneys or inspection
  • Monitor all contract deadlines and purchase contingencies


The Close:

  • Initiate moving process
  • Gather moving company and cleaning service referrals
  • Schedule utility transfer and mail forwarding
  • Prepare for final walk-through of the property
  • Attend closing and sign paperwork