Home is Where the Heart is ...
We Guide our clients through the complicated process of buying their home with our 4 Phase Buyer Process.
Phase One: Discovery
Identifying Your Goals
– What is your motivation to buy?
– What is your ideal price range?
– What is your desired move
in date?
– What are your must haves?
– What are you looking for in a
neighborhood?
Planning & Preparation
– Discuss objectives and process
with your Realtor
– Select a lender and begin loan
approval process
– Obtain a loan approval letter
– Sign exclusive buyer-broker
agreement
Knowing the Market
– Analysis of active, pending and
sold transactions
– Review contracts and timelines
– Personal timing and seasonal
considerations
– Supply v. demand /
macro v. micro
Phase Two: Offer
Finding Your Home
– Browse and narrow down online
listings
– Which online websites work
– Notification of new and
off-market properties
– Attend Open Houses with your
Realtor
– Start local and fan out
Offers & Negotiation Strategies
– Knowing the Purchase Contract
– Our multiple offer strategy
– Presenting your offer to win
– Negotiate to optimize price
and terms
– Define offer acceptance criteria
Phase Three: Escrow
Closing Process
– Start the closing process
immediately
– Defining what money is
due when
– Notify lender to begin loan
process and appraisal
– Contact insurance regarding
homeowner coverage
Inspections & Disclosures
– Schedule all desired home
inspections
– Review all disclosures
and reports
– Approve and negotiate repairs
based on inspection
– Review and acknowledge all
seller and state required
disclosures
– Review and acknowledge
preliminary title report
– Meet deadlines and remove
contractual contingencies
Phase Four: Closing
Closing
– Schedule final walk-through prior
to close
– Review the closing statements
– Meet to sign loan documents
– Arrange to wire down payment,
closing costs
– Transfer utilities to new home
– Closing, key delivery and
celebration
– Move in to the property
– Move-in checklist
Continuing the Relationship
– Staying in touch and keeping
you informed
– Second homes and investment
properties
– Providing resources and
introductions
– Referrals and reviews