1. We will meet for a buyer consultation.
2. Align on the best communication plan
throughout the entire process.
3. Encourage you to reach out to a lender
for pre-approval and provide
recommended lenders (at least 3) if
requested.
4. Collect market data and recent
comparables in neighborhoods you’re
interested in.
5. We will complete a buyer questionnaire
to understand your needs and objectives.
6. If necessary, I will research off-market
opportunities for you to find additional
suitable inventory.
7. Create a ‘Collection’ so you’re aware of
listings that fit your criteria.
8. Select properties to show you based on
your criteria.
9. Pull market trend data to understand
what’s happening within the broader
region.
10. Coordinate showing appointments to
gain access to desired listings.
11. Learn relevant details and attributes of
the properties shown, including number
of bedrooms, bathrooms, square footage,
acreage, etc.
12. Attend broker tours to view other
available properties on the market.
13. Stay connected to local buyers, sellers,
and other agents to maintain a constant
view of what drives the market.
14. Reach out to agents with similar listings
to understand traffic and buyer demand.
15. Provide objective advice and help you
evaluate the pros and cons of different
properties.
16. Prepare a Comparative Market Analysis
(CMA).
17. Understand the current condition of the
property for negotiation purposes with
the assistance of experts.
18. Advise you on potential offer strategies
that reflect current market conditions.
19. Help you obtain HOA documents if
needed.
20. Review all transaction documents with you in advance of writing any offer.
21.Review all forms in the disclosure package.
22. Coordinate additional access to the
property, if necessary.
23. Join you while you meet with experts
about desired improvements including
landscaping, painting, fixture updates,
minor and major renovations, etc.
24. If requested, recommend at least three
vendors to you on your specific request.
25. Maintain consistent communication to
provide market updates.
26. Monitor any changes in the market to refine
offer strategy and make needed updates
(revising price, terms, etc.) accordingly.
27. Explain the offer process, timeline, and
recommended preparation.
28. Align on offer strategy and prepare the
offer on your behalf.
29. Notify the listing agent you are submitting
an offer.
30. Advise and strategize with you on
counteroffer response.
31. Negotiate terms as needed with the listing
broker and seller in writing
32. Notify you when terms are agreed upon.
33. Assist with the review of the final contract,
disclosures, pre-qualification letter, and
wiring instructions, if applicable.
34. Coordinate the signing of the final
agreement.
35. Facilitate deposit of earnest money and
down payments.
36. Create and execute closing timeline
and transaction review.
37. Stay in close contact with all relevant
parties through next steps.
38. Share estimated timeline and all
documents with client and Attorney(s),
if applicable.
39. Coordinate and confirm inspection.
40. Coordinate and confirm appraisal
has been received.
41. Confirm loan approval has been
received.
42. Coordinate final walk-through and
address issues that may arise by
communicating with the seller’s agent.
43. Remind you to order home warranty (if
applicable).
44. Remind you to order homeowners
insurance and set up utilities.
45. Request final closing figures from the
closing agent (attorney or title company).
46. Advise you to carefully review closing
figures with settlement service provider.
47. Facilitate closing for you and the seller.
48. Confirm recording of deed, if applicable.
49. Transfer of keys and property access.
50. Welcome you to your new home!
Homes for sale in Carmel Valley click here.
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Shirin Rezania Ramos | 858.345.0685 | www.shirinramos.com | Compass, DRE 0203379
