Once we have reviewed your questionnaire responses, we like to meet virtually or in-person to dig deeper for an In-Depth Buyer Consultation. This meeting typically lasts 30-60 minutes. We will discuss:

• Your timeline
• Your desired outcome
• The current market and your competition
• Create a plan of action based on our conversation, to best meet your goals 
• Discuss your selected neighborhoods in detail
• Dive deep into the micro market comparables
• Suggest additional areas not in your original focus areas that might meet your criteria.

To work on your behalf we must formalize our relationship with a Buyer Representation Agreement. 

This is essentially establishing a formal relationship between us. It allows us to perform work for you, as well as to have conversations with other agents and to negotiate on your behalf. 

While this is a formal legal agreement, it can be terminated at any time. It also doesn't have to be broad, and can be specific to a single property. We will explain this to you in-depth during our consultation.

The main benefit is you receive a higher level of service. We will actually perform work for you because you are our client! It establishes us as your fiduciary and allows us to give you access to coming soon and off market listings. 

A pre-approval demonstrates that you're a serious buyer and you're ready to jump. Being pre-approved can literally open doors, as some agents will not allow showings to buyers who are not financially capable of purchasing. Additionally, an offer generally cannot be drafted without proof of funds or financial capacity.

We have the expert resources you need to ensure you're financially prepared to start your home search.

After further defining your criteria, we will set up an MLS search portal for you to receive notifications of properties that are within your specified criteria. 

An MLS search portal is better than searches you might have set up on sites like Redfin or Zillow because it provides you with the same information and coming soon properties only displayed to other licensed agents and brokers. It also allows you to make notes and favorite or discard properties, which helps us to make sure we're finding you the right home.

We will tour "coming soon" properties on your behalf and we leverage our association with various groups such as The Top Agent Network (TAN), which is an invite-only membership for the top 10% of agents. On TAN we are informed about upcoming listings and opportunities for our clients.

Once pre-approved and you've had time to explore what's on market, we embark on a customized Grand Tour based on our now thoughtfully and properly defined criteria. ​We will visit neighborhoods you like, as well as neighborhoods that you may not have considered but we believe would be worth considering based on our conversations. This is the fun part!

We will personally take you either on a virtual tour or a private showing of all properties that are of interest to you or we think may be interesting. We discuss the pros, the cons, and the next steps should you decide to write an offer.  

Each showing should lead us closer to "the one."

We will review all disclosures with you, find answers to your questions, and prepare a comprehensive offer package to best position you for success. 

Once an offer is made, the seller may accept it, counter it, or reject it. If your offer is accepted, we move into escrow. If your offer is countered, we work with you to ensure your counteroffer has the best terms for you and the seller, increasing our odds of acceptance. If it's rejected, we'll regroup and plan a path forward together.

Our team will keep you informed of the process and all the key steps during escrow. Once the purchase of your home is official and recorded with the county, we will notify you immediately of the exciting news, and coordinate the handoff of all keys to you as the new homeowner! 

Important timelines in the escrow process include:

• Buyer Initial Deposit - Typically within 1-3 business days of the ratified contract
• Additional Inspections/Contingencies removal, if any
• Appraisal: If there is a loan, the lender will require an appraisal and approval by the underwriter. We will attend the appraisal on your behalf to share market conditions, stats, and comps to support the appraisal.
• Signings:  Both the buyer and seller will need to sign closing paperwork with a notary.  If you will be traveling domestically or would prefer to sign in at a more convenient location, we are happy to schedule a mobile notary.
• Final Funds in Escrow: Typically within 1-2 days before the closing of escrow all the buyer funds and lender funds will be deposited into escrow. We confirm with escrow once all funds are deposited, and are set to record with the county.
• CLOSING DAY! We notify you of the exciting news and deliver the keys. Time to celebrate!