Years

The Purchase Offer

Offers are most well received when they are clean, organized, and complete. It’s our business to make sure that the offer meets all three of these criteria.

Offers Should Include The Following: If using financing, always include a Lender Pre-Approval Letter If paying cash, always provide proof of ability to pay (i.e., a bank statement) A copy of the earnest money deposit (EMD) check A summary of your offer terms

Remember: Whether we are operating in a Seller’s market or Buyer’s market, real estate deals are always influenced by the specific circumstances of both parties.

Negotiating

Negotiating begins with “hello” and ends when the title company has transferred the deed into your name.

We fully understand this and always have your best interest at heart. However, not all points of negotiation should be approached the same way.

When negotiating on your behalf, we balance your needs and desires with the main objectives you established at the beginning of this journey (i.e., owning the home). Good decision making can become clouded when emotions run high. It’s our job to help you maintain perspective so you can make the best decision possible.

Example: How to approach the conveyance of a $500 television set, while under contract on a $350,000 home.

“If you don’t know where you are going, you might wind up someplace else.” -Yogi Berra

Under Contract

Ratified Contract

A legally binding agreement exists when:

1)All parties have signed and initialed all terms of the contract; and 2)A copy of the fully executed contract is delivered to both parties.

Buyer Contract to Close Checklist

Address: ____________________________________________

Key Dates

Ratification Date EMD Delivery Due Home Inspection Due Condo Doc Review Expiration Appraisal Due Financing Due Settlement Date

Upon Ratification

Add Contingency Dates to Calendar Schedule Home Inspection and Notify Listing Agent Verify Complete Contract & Agency Forms Send Buyer Congrats Email w/Important Dates Sent Contract to Lender & Title Company Submit Contract for Review in Dotloop Disable MLS Automated Search Emails

Ongoing

Ensure EMD is Delivered & Deposited Remind Buyer to Obtain Homeowners Insurance Ensure Appraisal has been Ordered with Lender Schedule Wood Destroying Pest Inspection Ensure Condo Docs are Received Contact Title Company for Info Forms Ensure Buyer & Agent Info Forms are Completed Order Home Warranty (if applicable) Check in with Lender for Appraisal & Financing Contingencies 2 Weeks Leading Up To Settlement

Schedule Closing & Notify All Parties Involved of Date and Time Ensure Inspection Repairs are Completely & Provide Buyer with Receipts Closing soon email / order closing gifts Schedule Final Walk Through Send Buyer Utilities Reminder for Day of Closing or Day Rentback Ends

1 Week Leading Up To Settlement

Confirm Loan Commitment Request CD for Review Coordinate final walk through Confirm Closing Date & Time, Remind Buyer of Safety Protocols Photo of Buyers in Front of New Home

Post Settlement

Ensure Closed Transaction is Correct in MLS Send Thank You Email to Buyer / Request Reviews via Rezora Email Add Home Anniversary to Calendar Do the buyers need any contractor referrals? Send 30 Day Post-Closing Follow Up Email

Preparing for Closing

The contract includes the day of closing, but not the time. We schedule the time with the title company based on everyone’s schedule and their availability. Prior to closing, we will also have the opportunity to conduct a final walkthrough of the property to make sure nothing has changed.

Sample Closing Disclosures

TIP!

Utilities: a few weeks before closing, please make sure to set up gas, electric, cable/ internet, & trash utilities in your name.

Working Together

Single Point of Contact

I represent you. As your representative, I am the best and most appropriate point of contact with the seller side. My job is to listen to your needs and communicate with the other side when appropriate. You should never be tasked with speaking with the other side unless we have spoken first.

Negotiation

When asking for something from the seller, it will generally be received more objectively when coming from the agent rather than the buyer.

Accessibility

It is important that we communicate regularly and in a format that meets both our needs. I am happy to customize communication to your preferred style, though sometimes we will need to modify this arrangement for the subject matter. Some conversations are better over the phone than text or email.