Buying Your Home

I believe strongly that a properly detailed and executed plan achieves the best results for you. The following is an overview of the home buying process which I will guide you through, including what I do to find you your ideal home and complete a successful transaction.

My home buying Plan

Defining Success

  • What are your objectives?
  • What is your motivation to buy?
  • What price range are you considering?
  • What is your timeline to move?
  • What are your ideal features and “non-negotiables”?
  • What are you looking for in a neighborhood?

Planning and Preparation

  • Discuss objectives and home buying process
  • Select a lender and begin loan approval process
  • Obtain a loan approval letter
  • Sign exclusive buyer-broker agreement with your Realtor®
  • Research neighborhoods of interest with your Realtor®

Understanding the Market

  • Analysis of active, pending, and sold transactions
  • Review contracts and timelines
  • Timing/seasonal considerations
  • Market forces: supply v. demand, macro v. micro
  • The numbers: trends and metrics

Finding Your Home

  • Browse and review online listings with your Realtor®
  • Review how online websites work with your Realtor®
  • Daily updates from your Realtor®
  • Notification of new and off-market properties
  • Attend open houses and property tours with your Realtor®
  • Select your ideal location and home

Offers and Negotiation Strategies

  • Learn about the purchase contract from your Realtor®
  • Multiple offer strategies (as needed)
  • Offer presentation and highlighting buyer strengths
  • Negotiate to optimize price and terms
  • Acceptance of offer/counter offers

Escrow Process

  • Notify escrow of acceptance and send fully executed contract
  • Wire initial deposit to escrow per terms of agreement
  • Notify lender to begin loan process and order appraisal
  • Sign and return opening package of escrow instructions
  • Contact insurance agent regarding homeowner coverage
  • Provide escrow with vesting (title) information

Inspections and Disclosures

  • Schedule all desired home inspections, including termite report
  • Review all disclosures and reports
  • Approve or negotiate repairs based on inspection reports
  • Review and approve all seller and state required disclosures
  • Review and approve preliminary title report
  • Meet deadlines and remove contractual contingencies
  • Schedule final walk-through prior to close of escrow


  • Review closing statement from escrow
  • Meet with escrow to sign loan documents
  • Arrange to wire down payment and closing costs
  • Introduction to Relocation Concierge
  • Transfer utilities to new location
  • Closing, key delivery and celebration
  • Move in to the property/move-in checklist

Working Together Again

  • Staying in touch and keeping you informed
  • Second homes and investment properties
  • Providing resources and introductions
  • Referrals, testimonials and reviews

The Escrow Process