Steps when Buying and Selling

Below are common steps w
hen we help you buy or sell.


Our first discussion.

Your housing needs & loan pre-approval.

Timing. When you would like to buy.

The home-search plan.

Your availability to view homes.

Back-Up plans.

Offer process discussion.

Commitment discussion.

Your details: How you would like your names on title, if you have a trust, proof of funds (please black-out statement #'s), preferred down payment & more if necessary. 

Home search begins, if not already.

Home showings followed by their review.

Offer strategy & current market trends.

Draft & submit offer.

Multiple offer strategy, if necessary.

Review disclosures & inspection reports.

Offer accepted! Make deposit.

Escrow, loan & inspections.

Appraisal & contingencies.

Final walk thru. Check condtion & repairs if neccesary.

Close of escrow / recording.

Sale documents provided & stored.

We remain available if questions come up, or for service people contacts.


Our first discussion.

Your needs & tour of home.

Timing & date to market.

Home prep plan.

Marketing plan.

Back-Up plans.

Your details: Is the property in a trust, where would you like the sale proceeds to go & more if necessary.

Listing agreement.

Home prep & staging.

Photos, videos & descriptions.

Disclosures & pre-escrow.

First exposure & feedback.

Review of feedback.

Adjust photos or text, if necessary.

Offer date discussion.

Weekly feedback review until offer.

Offer! Alert other parties.

Multiple offers!

Acceptance & deposit in escrow!

Shared mortgage info for payoff.

Appraisal & contingency removals.

Buyer final walk thru.

Close escrow / recording.

Move-out. Change mail & utilities.

Sale documents provided.

We remain available if questions come up, or if documents are needed, often for tax reasons.

Areas We Cover