Selling & Buying Process

Initial Consultation

  • Discuss the different marketing plans and pricing


  • Discuss home improvement recommendations
  • Listing Agreement

Execute Marketing Plan

  • Place your home on the market and proceed with the steps of the detailed marketing plan (many steps)

Detailed Marketing Plan

  • Show the property to brokers and prospective buyers and open house, brokers tour etc.
  • Actively following with brokers and buyers
  • Sellers to fill out disclosures

Review Offers and Reach Agreement

  • Negotiate offer including possible counter-offers
  • Reach the final agreement and start the settlement


Complete Settlement Process and Escrow

  • Open escrow, deposit earnest money (good faith
  • Deposit) and receive escrow instructions
  • Complete any repairs or credit and remove contingencies
  • The loan fund and title is recorded
  • The seller moves on

After-Sale Service

  • Assist you with relocation needs

Initial Consultation

  • Determine your needs and priorities
  • Get Pre-approved with a mortgage lender

Search for a Home

  • Establish search criteria and plan of action
  • Show selected properties

Submit an Offer

  • Discuss and clarify the proposed terms and conditions
  • Sign all offer documents and prepare proof of funds

Statement and Lender Letter

  • Negotiate offer, possible counter-offers and reach

Final Agreement

Open Escrow

  • Submit Good Faith Deposit

Due Diligence

  • Order Inspections
  • Obtain preliminary title report and review

Inspections and Disclosures

  • Order appraisal
  • Complete Settlement Process
  • Request any needed repairs and remove any/all


  • Secure loan funding, record the deed and take possession of your NEW HOME

After-Sale Service

  • Provide resources for home improvements