Buying your Home : Our Plan

Phase One

Outlining 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 process
Select a lender and begin approval process
Obtain loan approval letter
Sign exclusive buyer-broker agreement
Research neighborhoods of interest

Understanding the Market

Review your neighborhood references 

Consider personal timing and seasonal factors 

Analyze active, pending, and sold properties

Discuss market forces: supply v. demand, macro v. micro

Phase Two

Finding Your Home

Browse and review online listings
Network with local agents to uncover new and off-market homes
Attend open houses
Select ideal location and home

Offers and Negotiation Strategies

Review purchase contract
Discuss objectives and processes
Create offer presentation highlighting buyer strengths
Negotiate to optimize price and terms
Accept offer/counter-offers

Phase Three

Escrow Process

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

Inspections and Disclosures

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

Phase Four


Review closing statement from escrow
Meet with escrow to sign loan documents
Arrange to wire the down payment and closing cost

Working Together Again

Taya DiCarlo and Compass are here for you
Yearly home valuation to keep you informed
Second homes and investment properties
Provide resources and introductions
Referrals, testimonials, reviews

Let's Get In Touch

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