Orientation

• Review applicable laws of agency, including disclosure issues, “Buyer - Agent” representation, etc...

• Finalize Buyer-Agent relationship with you, including clear roles and responsibilities and expectations.

• Present a step-by-step overview of the buying process to you, from searching for homes through settlement.

• If interested, will provide analysis of renting versus buying.

Identifying Needs and Financial Considerations

• Strategize with you regarding your search and relocation area criteria and interests, such as neighborhoods, schools, commuting distance, shopping and social activities.

• Provide relocation information and other orientation (brochures, maps, neighborhood information, etc…) for your areas of interest.

• Identify specific home interests, such as type of property, style of home, number of bedrooms and baths, acreage, and other amenities.

• Conduct preliminary pre-qualification to determine initial price range for home searches.

• Assess your specific budgetary considerations and desires to tailor my services.

• Provide referrals for mortgage lenders.

Finding the Perfect Home

• Provide a thorough review of the Multiple Listing Service (MRIS), to be sure you are aware of every property currently available which meets the stated needs, desires and tastes.

• Continue networking with other realtors on their inventory of current and potential listings; attend realtor broker opens and advise you on homes previewed on your behalf.

• Analysis of improvements costs versus value enhancements of any improvement contemplated on a piece of real estate.

• Provide a competitive market analysis (CMA) on the home of choice before an offer is written.

Contract Preparation and Negotiation

• Provide advice on the specifics of the various listings and how to prepare for the most competitive offer for interested properties.

• Negotiate with listing agent/owner to maximize chances of offer acceptance.

• If offer accepted, provide an overview of the settlement process and next steps.

Other Coordination and Settlement-Related Activities

• Provide referrals for insurance agents and title/settlement firms.

• Work with seller’s agent and the title company to ensure smooth settlement process.

• Coordinate settlement activities, home inspection, termite inspection, appraisal, final walk-through, etc.

• Support your home transition activities (e.g., movers, utilities cancellation and set-ups, address changes, etc…).

• Review HUD-1 Settlement Statement prior to settlement and accompany you to settlement to explain all closing documents and assure a smooth transaction.

Throughout this process, I will keep you informed of all key events, progress, milestones, and any other updates to assure you that I am looking out for your best interests. As always, you are also encouraged to contact me with any and all questions you may have as we go through this together.