Buyer Consultation - Test 2

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Wealth Building Benefitsfor First Team Buyers

Age nda 03 04 05 06 Today?s Housing Market Writing a Successful Offer What We Do for You Our Partnership in Your Home Buying Journey 01 Who We Are 02 Understanding you and your home purchase A Guide Towards Wealth Building In Real Estate

Who WeAre

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Name/ Team Name REALTOR®| DRE # Let's find your dream home. I'm here to help. Who we Are
Agent

Why First Team?

#1Independent Brokerage for Closed Transactions in So Cal

#1Market Share for Closed Transactions in So Cal

OC's #1Choice in Representing Buyers

A Trusted Network of Professionals

Who we Are

Helping over Families since 1976

250,000

Who we Are

We help a family move every

17Minutes

Who we Are

UnderstandingYou & Your HomePurchase

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Motivation Needs Timeline Options

Understanding You and Your Home Purchase

What's most important to you? What can you live without?

Understanding You and Your Home Purchase
Timeline
Options
Motivation | Needs|
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Motivation | Needs| Timeline| Options

Talking Point #2

Understanding You and Your Home Purchase

Homequest Form

Start your journey here.

Understanding You and Your Home Purchase

Your Vision

Accomplishment

Loved Ones

Stability

Financial Investment

Comfort

Privacy

Personal Expression

Community

Understanding You and Your Home Purchase

Your Vision

What are your top 3?

Understanding You and Your Home Purchase

Today'sHousing Market

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UNDERSTANDING THE MARKET

Supply & Demand

SELLERS MARKET

NEUTRAL MARKET BUYER?S MARKET

SUPPLY DEMAND SUPPLY DEMAND SUPPLY DEMAND

EXPECTED MARKET TIME EXPECTED MARKET TIME EXPECTED MARKET TIME

Upward Pressure on Price Neutral to Price Downward Pressure on Price

Buyer vs. Buyer Buyer vs. Seller Seller vs. Seller

Seller Neutral Buyer

Today's Housing Market
MARKET ACTIVITY INDEX

NEGOTIATING DYNAMIC AND TYPICAL MARKET OUTCOMES

Market Dynamics

Today's Housing Market

What WeDo for You

04 OUR COMMITMENT | BUY ON YOUR TERMS AND TIMELINE | ADDITIONAL BENEFITS | GUARANTEES | CLOSING

At First Team, we guide our clients seamlessly through the home-buying process.Leveraging our extensive skills, trusted relationships, and expertise, we are dedicated to protecting you and your real estate assets at every step.

What We Do For You. | Our Commitment

Concierge

We do all of this for you.

Gifts & Giveaways

Arranged at all open house events, providing guests with an exceptional walk through experience.A complimentary meal provided for home owners during all open house events

Hazardous Waste Disposal

Complimentary removal of hazardous waste & electronics (garage products, paints, household cleaners, pesticides, TV's, computers, faxes, etc.)

Garage Sale

Complimentary coordination for sale of necessary items. This includes online marketing to announce the event, signs set up & taken down.Clients handle pricing & negotiations.

Moving Supplies

Complimentary "Get Started" Kit with moving boxes, tape, markers etc.

Trash Pick Up

Complimentary coordination of waste management & trash pick-up (such as large items, mattresses, furniture, etc.)

Paper Shredding

Complimentary paper shredding service to prevent identity theft

Donation Pick-ups

Complimentary coordination of donation pick-ups or drop offs with many non-profit organizations (client provided with receipts for write-offs)

First Impressions

Resource

Complimentary consultation of recommended home repairs and/or improvements to maximize sale price.

Virtual Staging

Complimentary virtual staging is provided as an alternative to physical staging, "Box Brownie" 3' x 2.5' picture of the after digital images.

Home Inspection

Licensed Contractor arranged, $500 complimentary

2nd Appraisal

If square footage is in question, a complimentary second appraisal for additional opinion is arranged.

Professional Photography

Aerial drone photos, as well as daylight & twilight professional photos are arranged

Events

Complimentary evening Broker Preview for local agents with potential buyers & open houses arranged for neighbors.Food & beverages provided at all events

Floor Plans

Provided for a clear overview of the layout of your home, allowing potential buyers to better understand the flow and functionality of the space.

Home improvements

Complimentary coordination of home improvements prior to going "Active" on the market (painting, handyman services, window cleaning, carpet cleaning, power washing, etc.)

Cleaning Service

Complimentary 8-hour, 1-person cleaning service prior to home going "Active" on the market or after move out

Professional Staging

Complimentary professional staging consultation prior to photography

Auction/ State Sales

Allowing clients to efficiently liquidate assets & maximize returns

Resource List

Post Closing

Complimentary list of resources for utilities & other services

3d Modeling

An enhanced visualization of your home is provided so potential buyers can experience the space as if they were there in person

Pet Sitting

Complimentary assistance and coordination of all household pets during selective single showings based on communication with sellers

What We Do For You. | Our Commitment

TheProcess

- Regular updates and communication:We proactively follow up with you regarding updates in the marketplace.

- Worry-free home shopping:We work on schedule, and won?t pressure you to buy a home when you?re not ready.

- Let us handle the hard work for you:We search for you rather than sitting back and waiting for you to send us Zillow links.

What We Do For You. | Our Commitment

TheProcess

Whether you need to find a house now or you are looking at a later date.We have a program that searches for properties that are not on the market yet.

What We Do For You. | Buy on Your Terms and Timeline

Tip

If it'sin theMLSor on Zillow, you may betoo late.

What We Do For You. | Buy on Your Terms and Timeline

SneakPreview

As a part of our Buyer Delivery System, our SNEAKPREVIEW platform pre-markets exclusive First Team properties that are preparing to go live to benefit both listings agents and buyers agents.

What We Do For You. | Buy on Your Terms and Timeline

Real Scout

Online search engines are a great tool for new listings. However, when it comes to updating the status for homes to pending or closed, they can fall short.To help with that we provide our clients with access to our online property search site that is tied to our Realtor MLS system.This system also creates an easy way to contact us directly regarding properties and connect with us to schedule a showing.

What We Do For You. | Buy on Your Terms and Timeline

17Distinct Individual Agent Activities

1.Call & search back-on-market listings

2.I call pending and backup sales in the MLS looking for fall through escrows & contingency removal dates

3.I call lease listing agents to ask the landlord if they?ve thought about selling/or doing a 1031Exchange

4.I send hundreds of letters to homeowners targeting neighborhoods & homes of your choice

5.Door Knock Neighborhoods

7.Contingencies strategies-position your offer better.

14B1

13.Find Expired or Cancelled listings not on the market.

8.Conditional loan approval in advance

9.Present offers ?Live?whenever possible

14.Getting offer accepted with another First Team agents.The largest sales force/network in OC.

15.Certified Negotiation Expert

10.Buyer Package (Concierge, Off Market, Homequest Interview, RPA, Crystalized, Vision, Agency, & BBA)

11.Enhanced EMD show of force & motivation to get offer accepted plus your risk is capped with liquidated damages

6.Look for low selling office compensation in MLS.Those homes are not getting any sales pressure or traffic.Best deals here.

16.Comparative Market Analysis with the offer

17. Assembly line operations might create a disadvantage, offer may be rejected

12.Evidence of previous offers that got accepted lower than competing offers

What We Do For You. | Additional Benefits

Paperwork isn't everyone'sfavoritetask.

There are well over 500 documents involved.To streamline the process and ensure everything runs smoothly, we provide a designated Transaction Coordinator.Their role involves coordinating with all involved parties and overseeing the paperwork using specialized software like Skyslope.This ensures that every document is managed efficiently and accurately throughout the transaction.

What We Do For You. | Additional Benefits

When it comesto selecting vendors, whom do you trust?

(logos of vendors?)

We offer a curated Vendor List to simplify your life, covering a wide array of services including home inspectors for various aspects like home, roof, and termite inspections, as well as contractors for home design, painting, flooring, cleaning, and more.Utilizing this list could lead to substantial savings if you require multiple vendors.

What We Do For You. | Additional Benefits

When you own ahome, thingsbreak.

Owning a home inevitably comes with occasional repairs and maintenance.A Home Warranty provides coverage for various unexpected issues that may arise during the first year of owning the home you purchased through us.If we can?t negotiate for the seller to buy you a home warranty for the first year, we will buy one for you.(First year-Valued at $500 or more)

What We Do For You. | Additional Benefits

Qualify for aloan within 48 hours.

?As Good As Cash?Loan Products and Programs.Bullet Proof Approvals within 48 hours of application when you utilize HOMEOWNERS FIRST.

What We Do For You. | Additional Benefits

When LendersCompete, You Win.

Skip the hassle of submitting your financial and employment information to multiple banks.

HOMEOWNERS FIRST will do the legwork for you by diligently shopping for the best interest rate tailored to your needs.

What We Do For You. | Additional Benefits

Negotiation Techniques

What We Do For You. | Closing

Writinga Successful Offer

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RPA's

Financial Page-Price-COE-Loan Amount

Verification Time Frames-Contingencies-Occupancy-Walk Thru-3G(3) Buyer Broker Compensation

Who pays what & what?s included

Seller tells all-Addenda & Advisories-Terms Affecting Price

Closing-Possession-Contingency Removals-Condition of Property

Contingency Removal Con?t-Notice to Perform-Inclusions & Exclusions

Cost Allocations-Point of Sale Requirements-Required Disclosures

Required Disclosures Continued

Buyers Inspections-Vesting

Time Frames-Seller & Buyer Rights-Buyer Reviews & Requests

Notice to Perform-Effects on Deposit-Brokers Duties & Compensation

Escrow Instructions-Service Providers-MLS-Legal

Definitions

Legal

Signature Page-Acceptance

Broker Section (SOComp)-Escrow Acknowledgement

Writing a Successful Offer

Explaining Contingencies

Earnest Money Deposit

Proof Of Funds

Sellers Disclosures

Home Inspection

Request For Repairs

Loan Contingency

Appraisal

Contingency To Purchase

Occupancy

Transaction Coordinator

Writing a Successful Offer

When you find a home you absolutely love, you may find someone else loves it too! Competing against other buyers can be daunting, but making a strong offer can help you stand out.

Writing
Successful Offer
a

Do's

Take the time to understand any digital forms being signed.

Ask questions on anything you are unclear on, even if you feel you've asked before.

Submit requested paperwork from lender.

Communicate any roadblocks.We may already have a solution for it!

Don'ts

Apply for new credit or close any credit accounts.

Change bank accounts.

Make any large purchases.

Deposit cash into your bank accounts before speaking with your bank or lender.

Co-sign other loans for anyone.

Writing a Successful Offer
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Our Partnership in Your HomeBuying Journey

Your HomeBuying Journey StartsHere.

Get Pre-Approved Tour Homes Submit Offers In Escrow Offer Accepted Negotiate Inspections & Reports Request for Repairs Full Loan Approval Remove Contingencies Sign Loan Docs Final Walk Through Closing!

What You Might BeAsked of Today

- Submit a lender?s pre-approval letter

- You may be asked to submit proof of funds

- Tour with decision-makers or principals only

Our Partnership in Your Home Buying Journey
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