Initial Consultation
We will begin with an initial consultation to discuss the basics: Why do you want to buy? How long do you intend to hold the property? To what degree are you familiar with the process? What are your basic requirements? What is your comfort level with regards to investments? Your answers to these questions will be the foundation of our process together and will inform many of our decisions. If you have not already been pre-approved with lender, I will put you in touch with a qualified mortgage broker who can offer financial parameters and assist you in finding a loan that best suits your goals.

Finding Your Property
This is the fun part! You will begin to receive alerts on all new listings that meet your criteria. I will preview your listings on the Tuesday Broker's Tour, and then send you my feedback, along with a customized open house schedule for the coming weekend. In regards to the properties: I will be able to give you an idea of the seller's strategy and advise you on whether or not the properties are competitively priced. If applicable, I will educate you on the benefits and drawbacks of buying a Tenancy-in-Common (TIC) and let you know what the accompanying qualifications for condo-conversion are. Finally, we will thoroughly review any red flags on the property before you write an offer, so you can bid with confidence!

Writing Your Offer
It is important to understand that your offer is not simply a statement of the price you are willing to pay for the property… it is a contract which outlines the terms under which you agree to that price. I will educate you on how each of the clauses and contingencies we put in your offer will help to protect you as a buyer. I will also advise you on a number of measures we can take to make your offer more desirable to the seller. Finally, we will combine comparable sales data, with your financial parameters to determine a comfortable price.

During Escrow
After your offer has been accepted you will be in escrow. Escrow is the period of time during which we will work to process your loan, and satisfy your contingencies. You may, for example, need to have a contractor's inspection, or investigate the source of a water leak. I will be there to advise you on reputable inspectors, and make sure that no details are overlooked. By working closely with both the lender and the title company, I will keep escrow on schedule to close in an expeditious fashion.

After Close-of-Escrow
After all the conditions of your offer have been removed, escrow will close and you will get the keys to your new home! There are always plenty of post-escrow arrangements that need to be made. Scheduling movers and contractors are just a few examples. Throughout the transition I will continue to guide you in the right direction and assist you in locating the appropriate resources. Simply put: my goal is to make the entire process as seamless and as comfortable for you as possible!