PREP & STRATEGY SESSION

- 1st step, pre-qualification / pre-approval. Do you need a Lender referral?
- Market review for your selected area.
- "Wants and Needs" list for your New Home
- Do you have any Specific neighborhoods you like?
- Are School ratings a Top Priority? Great resource: www.Schooldigger.com

Planning Session
THE GREAT HOME SEARCH
- Proactive communication on a daily basis to notify you of new
  inventory, sometimes even before it hits the market
- Review of new listings curated to your needs
- Schedule Showing tours based on desired listings
- No-pressure, relaxed showings (we let your heart lead the way!)
- Educational walk throughs covering your questions / concerns
  & pointing out Inspection concerns (if applicable)
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THE FIND, OH MY GOSH BO! THIS IS IT!

- Save the excitement for the car
- Evaluate Listing price against most recent home sales for the area.
- Discuss offer terms, not to worry I will help ensure we present

  a strong offer as it pertains to Earnest Money, closing date, Due

  Diligence periods etc.
- Have everything presentable in DotLoop for easy review and

  signatures for your offer.
- Keep you informed of the offer status.

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THEY ACCEPTED OUR OFFER, HOLY FRIG! NOW WHAT?

Help set up some or all of the following Inspections:

- Home
- Radon Testing
- Roof
- Termite
- Structural
- Septic


Also line up any contractor Bids:
- Painting
- Flooring
- Remodeling
- Epoxy Coating
- Deck
- Retaining walls
- Windows

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WHAT DO WE ASK FOR OUT OF ALL THESE REPORTS

-I will help prepare a written request of repair items, we want

  the Seller to address.
-Help negotiate the repair items, that all parties agree to

  having addressed.
-Ensure the Seller addresses our repair items, in a timely

  matter prior to closing.
-Provide receipts / photos of repairs.
-Perform a Walkthrough Prior to closing, ensuring property

  is conditionally acceptable.

Woman Wearing Sweats Relaxing Near Home Sweet Home Welcome Mat, Moving Boxes and Plant
SO EXCITED, I CANNOT BELIEVE WE ARE CLOSING SOON WHAT IS NEEDED

- Set up Utilities, I will provide you a list to assist you.
- Schedule the Wire transfer at least 1 Day prior to closing.
- Confirm closing Attorney has received the funds.
- Bring two photo ID's
- Walk in with a huge smile on your face.

Planning Session

PRIOR TO MOVING IN

- Consultation with remodeling / construction specialist.
- Schedule for repairs. Let me know if you need a Contractor

  Lockbox to help with access.
- Change Amazon, Food / Grocery apps with your new Home

  Address.
- Keep me informed on your actual Move in Date.
- Schedule an open house with Family & Friends, send me an

  Invite (I only drink Water so my crazy, does not get crazier lol).

Woman Wearing Sweats Relaxing Near Home Sweet Home Welcome Mat, Moving Boxes and Plant