The Buying Process

Phase 1

Identifying Your Goals

  • What is your motivation to buy?

  • What is your ideal price range?

  • What is your desired move in date?

  • What are your must haves?

  • What are you looking for in a neighborhood?

Planning & Preperation

  • Discuss objectives and process with your Realtor®

  • Select a lender and begin loan approval process

  • Obtain a loan approval letter

Knowing the Market

  • Analysis of active, pending and sold transactions

  • Review contracts and timelines

  • Personal timing and seasonal considerations

  • Supply v. demand, macro v. micro

Phase 2

Finding Your Home

  • Set up account to receive real time notifications from MLS

  • Finalize and set search criteria

  • Notification of new & off-market properties

  • Schedule time to preview homes in person

Offers & Negotiation Strategies

  • Knowing the Purchase Contract

  • Our multiple offer strategy

  • Presenting your offer to win

  • Negotiate to optimize price and terms

  • Define offer acceptance criteria

Phase 3

Closing Process

  • Starting the closing process immediately

  • Defining what money is due when

  • Notify lender to begin loan process and appraisal

  • Contact insurance regarding homeowner coverage

Inspections & Disclosures

  • Schedule all desired home inspections & pest report

  • Review all disclosures and reports

  • Approve/negotiate repairs based on inspection

  • Review/approve all seller and state required disclosures

  • Review and approve preliminary title report

  • Meet deadlines & remove contractual contingencies

Phase 4


  • Schedule final walk-through prior to close

  • Review the closing statements

  • Meet to sign loan documents

  • Arrange to wire down payment, closing costs

  • Transfer utilities to new home

  • Closing, key delivery and celebration

  • Move in to the property

  • Move-in checklist

Continuing the Relationship

  • Staying in touch and keeping you informed

  • Second homes and investment properties

  • Providing resources and introductions

  • Referrals, and reviews

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165 River Rd Ste # 2  Tahoe City, CA. 96145 | 530.412.4495 |

© 2018| All Rights Reserved

CA # 02044437 NV# S. 186035