During our first meeting, whether in-person or virtual, we'll take the time to understand your IDEAL HOME. If you're having trouble visualizing it, don't worry – our process includes a thorough brainstorming session where we'll dive deep into your wants, needs, must-haves, and deal breakers. With a clear understanding of what your perfect home looks like, we'll create a customized plan of action to help you achieve your goals.

Reviewing your loan options and OBTAINING LOAN APPROVAL is critical, not only to guide your search parameters but also to demonstrate to sellers that you are serious and prepared to purchase a home. If you haven't yet found a lender, we can refer you to a selection of lenders we work with regularly. Regardless of whom you choose, be sure to pick a local mortgage lender who has been recommended by someone you trust. With an experienced financial advocate on your side, you'll have peace of mind knowing that your transaction will be seamless.

Now, the fun begins! Using the information gathered during our Intake session, we'll create a list of homes to TOUR TOGETHER. This list will include homes that may be your top contenders, some maybes, and even a few you may not have considered before. During the 2-4 hour tour, we'll ask lots of questions to gain insights into your preferences, so don't hesitate to be honest with us – we want to know what you love and what you don't. By the end of the tour, we'll have a clear understanding of what constitutes your perfect home. We then take that information a step further by previewing homes for you so you can focus your time on what matters to you. We will only have you come tour a home with us if we know it checks your boxes.

When we've found "the one," we'll collaborate on composing the offer. First, we'll provide a market analysis to determine a reasonable offer price. Then, we'll guide you through the contract and review the various contingencies and addenda available to you. Our top priorities during the offer writing process are to ENSURE YOU FULLY UNDERSTAND the contract language and your obligations as a buyer, strategize for negotiating the best price and terms, and safeguard your earnest money by establishing protections to address any potential hidden issues.

Once your offer is accepted, we celebrate. It is a big moment. Then we open escrow and begin the final stretch of the process.

During escrow, funds and ownership are transferred between buyer and seller. We guide you through each step, keep everything organized, and help you navigate the paperwork. There will be a few DocuSign emails along the way, and we are always available when questions come up.

If your contract includes an inspection period, this is when we work together to learn as much as possible about the home. We coordinate inspections, review findings with you, and when needed we bring in trusted contractors to take a closer look so you have a clear understanding before moving forward.

When everything is finalized and the deed records, we will meet you with the keys so you can step into your new home and begin your next chapter.