Your Advocate At Every Stage of The Homebuying Journey

While a buyer may only purchase a few homes in a lifetime, I navigate these transactions on a daily basis to help my clients find their place in the world. Here’s how I will advocate for your best interests across the homebuying process.

1. Identify Your Wants & Needs

  • Review Buyer Representation Agreement that outlines my contractual responsibilities to you, which includes reasonable care, undivided loyalty, and confidentiality. This is now required by law in order to move forward with a working relationship.
  • Evaluate properties available within your budget, recommend lenders and attorneys, share down payment and closing costs, and help secure a mortgage pre-approval.
  • Provide an overview of current market conditions and how they impact the purchase process.
  • Tailor a customized search strategy based on your timeline, market conditions, and
    available inventory.

2. Provide Access to Homes That Meet Your Criteria.

  • Use Compass Collections to curate listings based on your preferences that you can save
    and comment on in real-time.
  • Provide you with access to off-market Compass Private Exclusive listings.
  • Review all properties prior to showing. Disclose and confirm the home meets most of your
    preferred criteria, your time is money and I will help you save it.
  • Provide data on the neighborhood.
  • Record your likes and dislikes to refine our future searches.

3. Evaluate the Property

  • Assess the condition of homes.
  • Gather and provide all property condition information and other reports/disclosures that the seller needs to provide.
  • Identify if the property has a homeowner’s association or any other restrictions/regulations.
  • Organize a list of professionals to provide more information.

4. Craft Your Offer & Lead Negotiations

  • Prepare a competitive offer you are comfortable with based on a comparative market analysis, budget, and contingencies.
  • Draft and review offer documents that are accurate and protect your interests.
  • Submit your offer and manage any counter-offer scenarios.
  • Negotiate with the listing agent to reach mutually acceptable terms.
  • Plan for contingencies like home inspections, appraisals, and financing.

5. Facilitate Home Inspection, Disclosures, Reports, & Repairs

  • Arrange home inspections.
  • Assist with inspection issues, due diligence and follow up; provide recommendations of professional vendors.
  • Gather information related to zoning, permits, title, and more.
  • Negotiate repairs or credits as needed.
  • Coordinate the transaction to ensure compliance with contract timelines and terms.

6. Close on Your New Home

  • Lead final walk-throughs, confirm if the property’s condition is as agreed upon, including the completion of any post-inspection repairs.
  • Coordinate closing by liaising with the title company, lender, and listing agent.
  • Confirm insurance, utilities and other services are set to transfer to you upon closing.

7. Stay in Touch Beyond the Transaction

  • Check in on how you’re enjoying your new home.
  • Provide local recommendations and update you on new businesses, exclusive local events, or housing developments in the community.
  • Share relevant market updates and trends.
  • Be you life-long real estate advisor and friend.

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