Working Together
The Process
Information about becoming a client.
When choosing to work with a real estate agent, fit is essential.
No two agents are the same and different agents bring different skills to the process. Patience, communication, and collaboration are the most valuable skills I developed over 20 years as a physical therapist.
In medicine, we follow a format called SOAP to document at each appointment:
Subjective: this is what the patient tells me about their current concerns, limitations, and goals
Objective: these are my observations and data I collect about the patient
Assessment: this is a general summary of the patient and how I can help them
Plan: this is a specific plan to help the patient meet their goals.
I’ve found that following a similar process with my real estate clients helps me be even more effective. I value my initial meeting with a new client where I learn about their needs, wants, and goals. We then talk about the data we have such as budget, pricing, and timing. Following the initial meeting, I’m able to assess how the client fits in the current market and make a plan to help them buy or sell a home.
The Buyer process
Working Together
Initial Meeting
This is a time for us to talk about your wishlist. You’ll share your must-haves and nice to haves to initiate the search.
Pre-approval
You’ll talk with a bank or mortgage broker to start the loan approval process. If you don’t have a preferred lender, I can help connect you. My contacts are helpful and supportive throughout the process and will tell you exactly what they need from you to complete the pre-approval process.
Tours
This is the fun part! Seeing a variety of properties can help refine your preferences. We will see homes together in the beginning, so I can better understand what types of properties you prefer. I will send you listings on a regular basis and will tour properties that fit your criteria each week.
Review
Once you have found a home, we will review all of the documents pertaining to the property. Disclosures and inspections will be provided and I will help walk you through the subtleties of each form. These documents contain important information about the history and condition of the home and may factor into the price you choose to offer.
Offer
While some listings take offers as they come, in San Francisco, many listings have a specific offer date. We will work together to present a compelling offer to the seller based on current market conditions in the area. I will complete the purchase agreement and submit your offer and supporting financial documentation to the listing agent.
Closing
Once your offer is accepted, we celebrate! Next, you will submit your earnest money deposit of 3% of the purchase price of the home. Your chosen lender will schedule an appraisal of the home and begin to underwrite your loan. During the closing period, you will have documents to sign and will do a final walk-through of the home. Once everything is completed within the timeframe stipulated in the purchase agreement, the home is yours!
The Seller process
Working Together
Initial Meeting
This is a time for us to talk about your goals for selling your home. We will talk about timelines, pricing, and expectations. I will be your guide throughout the entire process, advocating for your best interests in the sale of your home.
Pricing
I will provide a competitive market analysis and consult with top agents to help determine the best listing price for your home. Pricing a home is the most important step in the process–a home that is overpriced will not sell in a timely manner.
Home Prep
Preparing your home is key to getting the best possible price. Staging a home increases a home’s perceived value and helps buyers visualize living there. Updates may be needed to make a home more livable and competitive in the local market. I will help manage this process to prepare your home for listing. Sellers provide information in the disclosures and in San Francisco, it’s common for sellers to complete inspections in advance of the offer date.
Marketing
I will prepare a marketing plan to make your home stand out. Your home will be listed on the multiple listing service (MLS), shared within my network, and shown during open houses during the week and on weekends.
Offers
We will set an offer date and I will review offers as they come in. I will keep you informed about the offers presented and help with any necessary negotiations or counter offers.
Closing
Once you accept an offer, we celebrate! The buyer’s lender will schedule an appraisal of the home. During the closing period, you will have documents to sign
FAQ’s
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