Welcome Packet

new client WELCOME PACKET

BUYING

SELLING

INVESTING

HERE'S EVERYTHING YOU NEED TO KNOW ABOUT WORKING WITH ME.

WELCOME

I am excited to work with you!

JUST A FEW THINGS I WANT YOU TO KNOW...

Real estate can be overwhelming and stressful. There are many milestones and numerous parties are involved with buying and selling. Timing and communication are keys to our success.

We will design a personalized action plan for your needs.

LET'S DIVE IN!

I hope this guide answers any questions you may have about working with me.

I am here to help with any of your real estate needs, please don't hesitate to reach out!

Katalin

Realtor® Direct: (757) 585-5703 Office: (757) 258-4000 katalin@fordscolony.com

MY PHILOSOPHY Stone & Story Real Estate Group is a full-service, fully licensed, Real Estate Marketing team focused on our clients and our customer service. Working Recognizing that the on process buying oralso selling a house with sellers and buyers existing of homes, we are experts within is Northeast Kansas for designing building your coaster dream home with the top by its very nature, fraughtand with a roller of emotional builders Topeka!

Wemy stage homes, new and existing, use a professional highs in and lows, goal is to simplify the and process and arm photographer for still photographs and a 3D multi-floor digital walkthrough to my clients with the tools and knowledge necessary to not market our listings to stand out above the rest!

only survive, but thrive.

Our knowledge of the market and our research techniques have proven that price myself to optimize by getting 5 to 10% more for your house.

A house I we pride onsales providing unparalleled client service with that looks amazing at the right price means a sale! This knowledge translates strategic marketing techniques and personal involvement to awesome negotiation skills for our buyers and leads to the best price for every step of the their way.

I am detail oriented and fully biggest investment!

committed to understanding my clients’ needs. I listen carefully to my clients to discern their ultimate objectives and work diligently and collaboratively with them to guide them through the local real estate process.

I measure success by the satisfaction of my clients.

MY PROMISE TO YOU

ONE I promise to tell you the truth about your property.

TWO I promise to respect your confidence.

THREE I promise to give you good advice.

FOUR I promise that you will understand what you’re signing.

FIVE I promise to follow through and follow up.

TIMELINE & MILESTONES 01

02

03

WELCOME MEETING Meet for your buyer consultation, set expectations, connect with a local lender and personalize a plan.

HOME SEARCH This is where we start searching for your new home! Might be quick, or it might take some time.

MAKE AN OFFER We will sit down review the home, write the contract and submit.

INSPECTIONS & APPRAISAL

04

05

This is a big hurdle. This milestone can make or break the transaction. Don’t panic though! In the words of Marie Forleo, “Everything is Figureoutable!

CLOSING We made it! We will meet at the closing table to sign the final documents and exchange the keys! Congratulations!!!

WHAT CAN YOU EXPECT? 01

MY COMMITMENT TO YOU.

Do my very best to ensure exceptional service to my Client.

02 Act as fiduciary representative of the Client, keeping all personal information confidential. Suggest financing options and refer Client to competent lenders.

03 Assess market value of homes, research comparable sales.

Strategize, prepare and negotiate all offers and contract documents providing the maximum investment value for the Client.

04 Advise Client and negotiate any inspection issues and remedies. Coordinate closing details and ensure compliance with offer details.

05 Communicate at a high level. Respond to all inquiries in a timely fashion.

WHAT I'LL NEED FROM YOU 01 Be honest and truthful about home desires and needs.

02 Obtain lender pre-approval at the beginning of the real estate process.

03 Communicate issues, questions and concerns to me in a timely fashion.

04 Inform builders, for sale by owners, and other Real Estate Agents at open houses that you are working represented by a Realtor®. Allow me to contact builders and for sale by owners on your behalf.

05 Provide any needed documents or information to me in a timely manner.

YOUR INFORMATION Tell me about YOU: Name: Current Address: Phone: Do you: OWN

Email: RENT

If rent, when is the lease up?

Do you have to sell before buying?

YES

NO

Tell me about your loan: Lender/Bank: Loan Officer Name: Type of Loan: Time Frame to Buy: 30 Days or Less

30-60 Days

60 Days-1 year

1 Year +

How do you like to communicate?

PHONE CALLS

TEXT MESSAGES

EMAIL

READY TO GET GOING? I WANT TO KNOW WHAT YOU'RE LOOKING FOR!

WHY DO YOU WANT TO OWN A HOME? My dream is to own a home

To have a place to raise a family

Because I'm getting married

To be in a specific school district

Tired of paying rent

To have an investment property

Need more space

Other, please specify

Tell me about the home you want!

1. What part of town do you want to live in?

2. What price range would you consider?

No less than $______ but no more than $______ 3. Are schools a factor and, if so, what do you need to take into consideration (e.g., want specific school system, want kids to be able to walk to school, etc.)?

4. What kind of houses would you be willing to see? ___one story

___2 story

___split level

___open floor plan

___townhouse

___condo

___new construction

___ranch

5. What style house appeals to you most? ___contemporary ____farmhouse ____modern

___traditional ____colonial

____no preference

6. How much renovation would you be willing to do? ___A lot

___A little

___None!

THE LOT MUST HAVE

WOULD LIKE TO HAVE

Large Yard (1 acre or more) ____________

____________

Small Yard (less than 1 acre) ____________

____________

Fenced Yard

____________

____________

2 Car Carport

____________

____________

2 Car Garage

____________

____________

3 Car Garage

____________

____________

4+ Car Garage

____________

____________

Extra Parking

____________

____________

Patio/ Deck

____________

____________

Pool / Pond Onsite

____________

____________

Pool / Pond in HOA

____________

____________

Outdoor Kitchen

____________

____________

Other Buildings

____________

____________

Special View of What?

____________

____________

THE INTERIOR How many bedrooms must you have? ____ would you like to have? ____ How many bathrooms do you want? ____ How big would you like your house to be (square feet)?

No less than ____ But no more than ____

What features do you want to have in your house?

MUST HAVE

WOULD LIKE TO HAVE

Carpet

____________

____________

Tile / Granite

____________

____________

Hardwood Floors

____________

____________

Standalone Kitchen Island ____________

____________

Separate Dining Room

____________

____________

Formal Living Room

____________

____________

Family / Bonus Room

____________

____________

Study / Office

____________

____________

Separate Laundry Room

____________

____________

Fireplace

____________

____________

Crown Molding

____________

____________

THANK YOU! I WOULD LOVE TO WORK WITH YOU. PLEASE REACH OUT IF YOU HAVE ANY QUESTIONS.

Katalin Katalin Donatucci, Realtor® Direct: (757) 585-5703 Office: (757) 258-4000 katalin@fordscolony.com Licensed in Virginia

Ford's Colony Realty | One Ford's Colony Drive | Williamsburg, Virginia 23188