Experience Excellence
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REAL ESTATE SALES . PROPERTY MANAGEMENT
805 . 403 . 1615
OP PRODUCING REAL ESTATE BROKERAGE
STEP 1 GET PRE-QUALIFIED
Meet with a Mortgage Broker and find out how much you can afford to pay for a home. Typically, you will
receive a letter to be included with your offer.
STEP 2 FINDING YOUR HOME
BUYER
BUYER
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Browse and review online listings with your Realtor®
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Tour listings, select your ideal location and home
STEP 3 MAKING THE OFFER
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Discuss multiple offer strategies with your Realtor®
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Negotiate to optimize price and terms
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​Acceptance of offer or counter offers
STEP 4 THE ESCROW PROCESS
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Escrow receives full executed, accepted contract
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Byer wires initial deposit to escrow per agreement
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Lender begins the loan process and order appraisal
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Receive, sign and return opening package to escrow
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Contact insurance agent for homeowner coverage
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Provide escrow with vesting (title) information
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Schedule all home inspections, (i.e. termite report, etc.)
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Approve/negotiate repairs based on inspection reports
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Review/approve all received required disclosures
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Review/approve preliminary title report
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Meet deadlines and remove contractual contingencies
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Schedule final walk-through prior to close of escrow
INSPECTIONS & DISCLOSURES
STEP 5 CLOSING
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Review closing statement from escrow
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Sign loan documents with a provided Notary
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Arrange to wire down payment and closing costs
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Transfer utilities to new location
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Closing, key delivery, and celebration
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Move into the property​
WORKING TOGETHER AGAIN
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Staying in touch and keeping you informed
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Second homes and investment properties
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Providing resources and introductions
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Referrals, testimonials, and reviews
LOOKING TO BUY
A HOME?