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Your Buyer Journey

Your Advocate at Every Stage of the Home buying Process

While a buyer may only purchase a few homes in a lifetime, I navigate these transactions on a daily basis to help my clients find their place in the world. Here’s how I will advocate for your best interests across the homebuying process.

01 Identify Your Wants & Needs

  • Review Buyer Representation Agreement that outlines my contractual responsibilities to you, which includes reasonable care, undivided loyalty, and confidentiality. This must be signed in advance of our first appointment.
  • Evaluate properties available within your budget, recommend lenders and attorneys, share down payment and closing costs, and help secure a mortgage pre-approval.
  • Provide an overview of current market conditions and how they impact the purchase process.
  • Tailor a customized search strategy based on your timeline, market conditions, and available inventory.

02 Provide Access to Homes That Meet Your Criteria

  • Use Compass Collections to curate listings based on your preferences that you can save and comment on in real-time.
  • Provide you with access to off-market Compass Private Exclusive listings.
  • Review all properties prior to showing, disclose and confirm all compensation being offered by Listing Broker or Seller, if any.
  • Provide data on the neighborhood.
  • Record your likes and dislikes to refine our future searches.

03 Evaluate the Property

  • Assess the condition of homes.
  • Gather and provide all property condition information and other reports/disclosures that the seller needs to provide.
  • Identify if the property has a homeowner’s association.
  • Organize a list of professionals to provide more information.

04 Craft Your Offer & Lead Negotiations

  • Prepare a competitive offer you are comfortable with based on a comparative market analysis, budget, and contingencies.
  • Draft and review offer documents that are accurate and protect your interests.
  • Submit your offer and manage any counter-offer scenarios.
  • Negotiate with the listing agent to reach mutually acceptable terms.
  • Plan for contingencies like home inspections, appraisals, and financing.

05 Facilitate Home Inspection, Disclosures, Reports, & Repairs

  • Arrange home inspections.
  • Assist with inspection issues, due diligence and follow up; provide recommendations of professional vendors.
  • Gather information related to zoning, permits, title, and more.
  • Negotiate repairs or credits as needed.
  • Coordinate the transaction to ensure compliance with contract timelines and terms.

06 Close on Your New Home

  • Lead final walk-throughs, confirm if the property’s condition is as agreed upon, including the completion of any post-inspection repairs.
  • Coordinate closing by liaising with the attorney, title company, lender, and listing agent.
  • Confirm insurance, utilities and other services are set to transfer to you upon closing.

07 Stay in Touch Beyond the Transaction

  • Check in on how you’re enjoying your new home.
  • Provide local recommendations and update you on new businesses, exclusive local events, or housing developments in the community.
  • Share relevant market updates and trends.