Home Sale Strategy Session_Bond Peterson

HOMEOWNER STR ATEGY SESSION

01

Let’s Talk

Meet with your Compass agent to discuss your plans and goals, trends in the current marketplace, and assess your property ’ s qualities and characteristics. Your Compass agent will analyze comparable property sales, assess the competition, work with you to determine pricing strategy, and outline a strategic plan to achieve the best possible result for you as a seller.

02 Setting the Stage

From applying a fresh coat of paint to rearranging furniture, your Compass agent will ensure that the property is visually ready for showing Your agent will schedule a professional photo shoot, commission an illustrative floor plan, and prepare a listing description At this time, you should also sit down with your agent and complete the Seller Disclosure documents that will be necessar y for the transaction

03 Going Live

The listing is broadcast on Compass com and sent across our 100+ partner sites for the duration of the selling process

04 Spreading the Word

The Compass marketing team produces beautiful print collateral to strategically showcase your property

Your agent develops and executes an intelligent, effective paid marketing plan in relevant publications

Eye-catching property signs are produced and placed outside your property.

05 Making Connections

Your agent continuously leverages professional contacts and the Compass Network Tool to find ideal buyer brokers

Open houses are hosted for both brokers and clients on an ongoing basis

06 Building a Strategy

Your agent conducts an assessment of the market response within the first 30 days of your listing going live Feedback from agents and buyers is aggregated, and the listing strategy revised if needed

07 Communication

You and your Compass agent will establish the best method and frequency of communicating as the process unfolds Your agent will provide you with regular feedback and will keep you updated with continuous traffic metrics and information from the market

08 Negotiations

Once we receive an offer, your agent will contact you to review the terms of the offer and analyze the pros and cons Together you will decide how to respond to the buyer in one of several ways: by accepting the offer, rejecting the offer, or making a counter offer

09 row

e a contract has been ed to and signed by all es, an escrow will be ned and the buyer’s ngency period will begin lines for the completion of r and seller responsibilities be listed in the purchase ract and adhered to in the ow Your Compass agent eep a close eye on the ines and ensure that you n compliance with your responsibilities, while also holding the buyer’s side to task to keep the process moving

10 Closing

Your Compass agent will monitor and coordinate all the details necessar y to get you to the finish line Once the buyer has performed their inspections, removed their contingencies, and the loan (if any) is ready to fund, your agent will arrange the final walk-through At or near this time the escrow will close, payment will be made, and the keys will be handed over to the buyer

KAppraisal

Assessment of the property ’ s market value, for the purpose of obtaining a mortgage and performed by a licensed appraiser.

Assessed Value

Value placed upon property for property tax purposes by the Tax Collector

Closing Costs

Expenses incidental to a sale of real estate, such as loan fees, appraisal fees, title insurance and escrow fees

Closing Statement

The statement which lists the financial settlement between Buyer and Seller, and the costs each must pay

Contingency

Certain criteria that have to be met in order to finalize the sale

Conventional Mortgage

A mortgage or Deed of Trust not obtained under a government insured program such as FHA or VA

Credit

Money given to a buyer from a seller through escrow at closing

Escrow

A neutral third party that handles the transfer of any money during the sale of a home from initial deposit to final funding and closing

Earnest Money Deposit

Buyers in California usually deposit 3% of the purchase price to show that the buyer is serious about purchasing the home It is usually refundable in the event a contingency in the sales contract cannot be met

Fixed Rate Mortgage

A loan on which the interest rate and monthly payment do not change

Home Warranty

A policy that covers certain repairs (e g plumbing/heating) of a newly purchased home for a period of time, typically one-year

Preliminary Title Report

A report showing the condition of title before a sale or loan transaction After completion of the transaction, a new title insurance policy will be issued

Title Insurance

Insurance to protect the buyer and lender against losses arising from disputes over the ownership of a property

Recording Fees

Money paid to the lender for recording a home sale with the local authorities, thereby making it part of the public records

N O W , M O R E T H A N E V E R , T H E E X P E R T I S E O F A

R E A L E S T A T E P R O F E S S I O N A L

M A T T E R S I N T H E S A L E O F Y O U R H O M E

The Pro of is in the Numbers. $43,715,900+ in 2023

This is our pro duction volume...

95% List

This is what our listings are selling at on average compared to list price.

35 Days

This is how many days on average our listings are on market before becoming sold.

61+ Homes

This is how many properties we have sold to date for 2023 and counting...

We let our clients do the talking.

Jen Bond is a consummate professional, pleasure to work with and over delivered results!! After selling land I’d held onto for years and for more than I dreamed I could net a return on my investment, Jen found me the home of my dreams and made the experience a pleasure!! C Y N T H I A P | B U Y E R & S E L L E R | PA N A M

Jen is awesome, she has helped us with multiple properties over the past few years and we highly recommend her to anybody in the market buying or selling homes, land, and investment properties. She gets the job done!!!

Jen was an angel, she was so patient and understanding with all our questions. Answered at any time I called and was so helpful and accommodating. Worked for us and what was best for us as first time buyers. Made our entire family welcomed and took all our wants and needs into consideration when looking for our home. If you want someone that will be fully invested in what you want and is willing to go beyond just selling you propert y Jen is the one. Simply the best!!!!

M I G D A L I A R | B U Y E R | F O R T WA LT O N B E A C H

Nobody knows the Florida Panhandle like we do.

eas of Experience

stin

ndestin

amar Beach

et Beach

ayton Beach

e Mountain Beach

A East & West

nta Rosa Beach

t Walton Beach

eville/ Valparaiso

est Panama Cit y Beach

Notable Sales

Here is a snapshot of our top sales in Destin.

4049 Indian Bayou North

5 BD 4 BA 45 69 SF $2 , 350,000

363 Kelly Plantation Drive

3 BD 4 BA 3174 SF $1,050,000

6 BD 5 BA

3

4702 Seastar Vista

W O R K W I T H C O M P A S S , T H E # 1 I N D E P E N D E N T

R E A L E S T A T E B R O K E R A G E

I N T H E C O U N T R Y

Guiding you home with the Compass Advant age

Investing Billions in Tech to Sell Your Home

At Compass, the technology of the future is already changing outcomes today. Not only has the company invested almost $1.5B dollars in tech over a 10-year period¹, but we continue to spend more than $100M annually on research and development² to help our agents make buying or selling easier for you

A Marketing Strategy for Every Home

As part of Compass, I have access to a dedicated in-house marketing and design agency of over 300 experts nationwide, making it more effective than ever before to reach your buyer how, when, and where it counts most.

A 38K+ Network of Top Agents Nationwide

In 2023, 11% of Compass transactions resulted directly from referrals to Compass³, demonstrating the power and reach of our nationwide network a network that arms us with privileged access to the homes you ’ ve been waiting to find and the prospects ready to buy.

Digit al Reach

Media Reach

media team works with top

Your listing in the hands of inter national buyers***

Barnes International

Compass has established a program with BARNES International Realty to showcase your listings to their international network of ultra-high-net-worth luxury consumers and leading brokers.

As a leader in high-end real estate and an ambass ador for the art of living, BARNES is present in more than 75 exceptional destinations, from major international cities to the most beautiful resorts.

Our program with BARNES gives you access to:

1,300

Luxur y Agents

150K

International Clients

Offices in the World 122 Countries

19

A T A R G E T E D

A P P R O A C H T O S E L L I N G

Y O U R H O M E

Our Step-by-Step Plan.

What

to Expect.

As your trusted advisor, I’ll be there to guide you throughout the home selling pro cess to ensure that your experience is as seamless and stress-free as p ossible.

1 Complete listing paperwork Prepare your property for market

2 Pre-market and promote your property to Compass agents

4

3 Develop and execute our marketing strategy and media plan

5 List property online Show property and follow-up with leads

6 Monitor the market, provide updates and assess strategy

8

7 Review oers and negotiate the optimal contract

10

9 Schedule settlement and work through contract terms Close on the property and assist with post-settlement questions

faster and for a higher price. Compass

Concierge helps you maximize your home’s value with home improvement ser vices like st aging, flo oring, painting and more. Zero due until closing*.

Higher sales price compared to list price for Concierge Homes.*

Of Concierge homes close within the first three months of listing.*

8% 82% 24K+

Homes used concierge in over 1, 400 towns and cities nationwide.**

*Data reflected dates from Januar y through December 2021

**Data reflected dates from program launch through December 2021

"Compass Concierge resulted in my client getting a sale price 15% higher than it would have been had we not done the updatesand the house sold pre-market based on the improvements."

From painting to flooring and ever ything in between, Compass Concierge helps you easily prepare your home for market by advancing the funds for home improvement ser vices Zero due until closing*

William Seale, Compass Dallas Agent

The Power of Photography.

Beautiful photography is one of the most p owerful to ols for selling your home. Compass uses best-in-class photographers to show your home in its best light, make a p ositive first impression, and attract more buyers.

Interior & Exterior Shots

Aerial Drone Video/Shots

3D Virtual Tour

Video Pro duction

STRATEGICALLY PRICING y our PROPERTY.

Timing of Buyer Activity

A property receives the most trac within the first few weeks of hitting the market. It is important to get the price right in order to gain the attention of interested buyers and maximize your home's position in the

Attracting Buyers Using Competitive Pricing

Using competitive analysis, market research, and Compass’ suite of AI-powered tools, we recommend a price for your property to generate the most activity and oers early on before buyers move on to newer listings.

Sell Your Home, Keep Your Privacy

Private Exclusives with Compass

A private exclusive listing is an o-market home that can be shared by a Compass agent directly with their colleagues and their buyers. Property details aren’t disseminated widely and won’t appear on public home search websites. This allows you to control what information is shared about you and your home while still getting exposure to top agents at Compass.

DISCRETION

Privacy is the ultimate commodity and the decision to sell your home is a personal one.

FLEXIBILITY

Decide when to share details about your home, including price, more broadly on your own timing.

QUALITY

Retain exposure to Compass agents, including premium placement on our agent facing platform.

VALUE

Get the best oer by testing the market privately to gather key insights without your listing getting stale.

Launch your listing twice with Compass Coming So on

Compass Coming So gather valuable insig to price confidently a

Increase exposu

Compass Coming Soon

first homes consumers s visit compass.com. Alon placement on our home homes are promoted in and regional marketing no extra cost to you

Generate buzz

Compass Coming Soon

bring your home to mar differentiated print, digit media marketing materi pique buyers' interest. W go live on the MLS, you ' opportunit y to launch your listing for the second time, attracting even more attention.

Study the market

Take advantage of the pre-marketing period by previewing your home to a curated audience as a Compass Coming Soon. It's the perfect time to assess pricing and gather buyer feedback without accumulating days on market.

to your agent about listing your home as a Compass Coming Soon.

LEVERAGE our NATIONAL NETWORK.

COMPASS AGENT COMMUNITY

Target promotional eorts to my personal and industry connections. We'll pinpoint top agents who have listed or sold similar properties in the area, as well as feeder markets

COMPASS NATIONAL AND REGIONAL INSTAGRAM

Feature your home as a post on the national and regional Compass Instagram accounts, reaching 210K+ followers. Must be approved by admin.

COMPASS WORKPLACE

Promote your home with monthly posts to an internal networking tool of 38K+ agents and employees.

COMPASS CATCH

Showcase your home amongst the nation’s most interesting properties in our daily newsletter circulated to 38K+ Compass agents, employees, and real-estate obsessed consumers. List price must be at or above $3,000,000 for newsletter.

COMPASS YOUTUBE CHANNEL

Publish your breathtaking listing video to the 14K+ subscribers of the Compass YouTube channel Must be approved by admin

A Multi-Channel Marketing Approach, Designed to St and Out.

From bro chures and p ostcards to so cial media and emails, our marketing collateral eectively communicates your property ’ s story and attracts more p otential buyers.

Such as Faceb o ok | Instagram | Go ogle

COMPASS LUXURY

List Price of $3,000,000+

WEALTH MAPPING

* Technology that enables us to search and filter an exclusive database of an estimated 157,000 individuals with a minimum net worth of $5 million across 193 countries More than 29,000 individuals have a verified net worth of over $30 million.

LUXURY AD CAMPAIGNS

*Campaigns targeted to high-net worth Buyers through sites like Mansion Global, The Wall Street Journal, The New York Times, CNN & Bloomberg. Over 90% of ad views come from Google’s highest income bracket.

INTERNATIONAL REACH

*Syndicated to ListGlobally, your listing will syndicate to the top real estate platforms domestically and in 50+ countries worldwide. About 307M+ annual international buyers reached with over 96 portals your home syndicates to.

CURATED MAGAZINE

*Bi-annual publication that shares prestigious properties directly with an elite audience of over 75,000 luxury consumers through print and digital distribution.

CURATED NEWSLETTER

*Monthly email that highlights prestigious properties from every market Compass operates in. Reaching 30,000+ luxury brokers and high-net worth international consumers

LUXURY SO CIAL FEATURES

*Amplifies your luxury listing to 500,000+ so cial media subscribers on Compass YouTube, Instagram, Facebook, LinkedIn and Twitter.

LUXURY WORKPLACE GROUP

*Functions as a dedicated space for agents across all Compass markets to network, provide and source luxury referrals, launch new luxury properties and celebrate our division wins.

Reach more prospective buyers with intelligent digit al advertising.

By leveraging Compass’ digital advertising to ols and partnerships across so cial media and digital advertising throughout your listing pro cess, we can generate demand to sell your home faster, and we meet p otential buyers where they are, online.

Propriet ary Targeting Optimized Perfor mance

Compass creates buyer profiles for your listing based on its characteristics and ser ves ads to users that match that profile.

Compass tracks and measures the results of every campaign which allows for continued optimization.

Engaging Open Houses

Whether it be in-person or a dynamic virtual tour, open houses are one of the most imp ortant ways buyers connect with your home.

53%

Of homebuyers attend an open house while searching for a home to buy*

Assessing Our Strategy and Monitoring the Market.

Using proprietary to ols such as Collections and Insights, we keep you informed of market conditions and trac to your property.

Insights Collections

Collections allows us to have a collab orative convers ation on your home selling pro cess with instant up dates on comparable listings and access to insider knowledge previously only available to the agent community.

Insights is a detailed, custom dashb oard that allows us to assess the impact of our online marketing campaigns in real time. By capturing this data, we are able to further target our ads to buyers most interested in your home.

My Unique Value Add...

The skills that set me apart and oer you a unique selling experience.

1

2

3

Credibility

Stellar Sales Record | Top 5% in Market | Screening

Pro cess Before Joining Compass | Cultural Values

Sophistication

Technology Platform | Monitor Lo cal Trends in Real

Time | One on One Communication

Exclusive Oerings

Concierge Program | Private Exclusives

Placing your property where your buyers are searching.

Once your home is listed, it will automatically be syndicated to some of the top real estate platforms domestically* and in 60+ countries globally**. This will allow us to get maximum exp osure for your home.

Top Domestic Syndication Platforms, Including

Countries We Syndicate to Internationally

*Listed on local MLS & syndicated to hundreds of websites such as Zillow, Realtor com, Trulia, RedFin, Homes com, etc

**To syndicate internationally, property must be listed at or above $3,000,000

Pre-Market

T H E VA L U E O F

YO U R A G E N T

T O YO U

90+ DUTIES

THAT YOUR AGENT COMPLETES FOR YOU

UNDERSTANDING THE MARKET

01 Collect the prices for comparable homes sold or on the market currently to prepare a Comparative Market Analysis.

02 Gather information on neighborhoods and surrounding properties.

03 Pull market trend data to understand what’s happening within the broader region and neighborhood.

04 Attend broker tours to see other available properties on the market.

05 Stay connected to local buyers, sellers and other agents to maintain a constant view into what is driving the market

06 Prepare a Comparative Market Analysis (CMA)

RESEARCHING THE PROPERTY

07 Understand the full histor y of the propert y, including any changes and improvements made.

08 Determine any geographic risks for the propert y and the surrounding area.

09 Assess the current condition of the propert y.

10 Develop proposal for propert y improvements, remodeling and staging.

11 Learn all relevant details and attributes of the propert y, including number of bedrooms, bathrooms, square footage, acreage, etc

12 Look up the propert y ’ s tax information

any localized rules and regulations applicable to propert y.

Collect maps, sur veys and reports associated with the propert y.

proof of ownership.

Develop a comprehensive listing marketing strategy.

STRATEGIZE WITH THE SELLER

17 Understand the client’s interest in investment, risk and monetar y return.

18 Learn personal details about the seller and what is motivating them to sell their propert y. 1

Provide pricing for current condition versus improved condition.

Advise the client about potential pricing strategies reflecting the current market.

Create presentation materials regarding the propert y.

Create a communication plan with the client.

D O CUMENTATION

Create and complete a listing agreement package for the client

Prepare and produce other relevant buyer and seller protection forms. 25 Invite the client to navigate through all documents together. 26 Review all forms in disclosure package.

PREPERATION OF THE PROPERTY

Determine when propert y can be accessed.

28 Schedule all media appointments, including photographer, videographer, aerial photographer, staging professional and or cleaning ser vices

Order and install “For Sale” sign and any other relevant signage

Secure and register electronic key box and deliver to propert y

Recommend vendors to client for improvements prior to listing.

Order a floor plan.

Advise on all agreed upon improvements including landscaping, painting, fixture updates, minor and major renovations, etc.

Plan listing date.

Input listing into MLS.

Consider creating listing as “Coming Soon” if available in the market.

Create pre-marketing collateral.

Write listing description.

Create and execute open house and showings schedule and update MLS listing with corresponding times.

Update MLS with corresponding times and client preferences for showing appointments

Maintain consistent communication with seller to provide ongoing updates on progress

Submit finalized listing documents for compliance review

PREPARE MARKETING

43 Design materials that showcase the propert y, such as emails, brochures, social media posts, Workplace posts, digital white board, etc.

44 Expose propert y internally to over 38,000+ Compass agents.

45 Create a “Just Listed” video to post on social media.

46 Print materials for open houses and showings

47 Post listing on social media as a “Coming Soon” or new listing

48 Conduct & create a reverse prospect campaign.

49 Create QR codes for the propert y.

ACTIVATE & MARKET LISTING

50 Make disclosure package accessible by adding to MLS

51 Publish listing to MLS and IDX to third part y sites.

52 Create Collections to show comps related to the propert y.

53 Broadcast listing to personal and professional networks through social media posts and email blasts.

54 Share propert y with Compass network and other agents at Sales Meetings and via personal outreach.

55 Create and run digital ads to target buyers and markets.

56 Monitor any changes in the market to refine listing strategy and make needed updates (revising price, terms, etc.) accordingly.

57 Refine listing marketing strategy based on feedback.

58 Communicate progress of listing.

SHOW THE PROPERTY

59 Communicate with the client to confirm schedule and preparation.

60 List the open house to the MLS and verif y times are correct.

61 Coordinate and host private tours and open houses.

62 Organize specific marketing campaign for the open house.

63 Provide access to network of local lifest yle partners.

64 Arrive at the propert y in advance of scheduled open houses to turn on lights and verif y show readiness.

65 Accompany showing appointments when appropriate or required

OFFERS & NEGOTIATIONS

66 Compile, organize and communicate any received offers to seller.

67 Advise and strategize with client on actioning offers and creating and approving any counteroffers.

68 Present counter-offer to buyer’s agent.

69 Complete all relevant documentation for counter offer.

70 Liaise between seller and buyer’s agent for any additional counter-offers, advising the seller along the way to secure the most advantageous price and terms. 71 Update finalized offer package and coordinate signatures of both parties

Notif y client when terms are agreed upon

Share disclosure package

Attach all completed documents to compliance checklist

Update MLS listing status.

INITIATE TRANSACTION

Send executed offer package, receipt of purchase and sale contract to Closing Attorney.

Create mutual over view.

Arrange and track earnest money, and send earnest money receipt

Create and execute closing timeline and transaction review

Stay in close contact with all relevant parties through next steps

MANAGE DISCLOSURE & CONTENGENCIES

81 Share disclosure package

82 Share estimated all documents with Attorney

83 Communicate earnest money, down payment and contingencies with all parties

84 Coordinate and confirm inspection.

85 Coordinate and confirm appraisal.

86 Ensure buyer funds are collected in full.

FILE D O CUMENTS & PREPARE FOR CLOSING

87 Send out recorded and closed emails.

88 Ensure copies of signed closing documents are shared with buyers agent, seller, mortgage company, etc

89 Update MLS listing status

90 Ensure funds are submitted and all commissions are allocated appropriately.

91 Remove signage.

92 Congratulate client on a smooth and successful process!

I LO OK FORWARD TO WORKING WITH YOU!

I go above and beyond to help my clients sell their home fast and for more money, providing guidance and advice throughout every step of the selling process. Together, we'll collaborate closely to find the right buyer within your ideal timeline. Working with me means you'll have a seamless experience and you will be well positioned to make your sale successful. I’d be honored to work with you!

NOTES:

Complete listing paper work.

The listing agreement is a contract set in place to protect you. It ensures that I provide the highest level of ser vice while fulfilling my fiduciar y dut y to represent your best interests.

Begin to prepare your home for the market.

Let ’ s determine next steps together.

Continue to monitor the market and assess our strategy.

Once your home is ready for market, we will reassess market data and finalize our pricing strategy to make sure we are in line with any recent market updates in your neighborhood.

Launch your property.

Real Estate Advisor

850.867.9317

Jen.Bond@compass.com

JenBondRealtor.com