Buy & Sell Process

Phase 1: Client Consultation & Needs Assessment

• Initial Contact: Discuss goals and needs. Buyers may explore mortgage pre-approval; sellers assess market value.

• Agreement Signing: Buyers sign a buyer agency agreement; sellers sign a listing agreement, defining commission and responsibilities.

Phase 2: Market Analysis & Strategy Planning

• Market Analysis: Community analysis for buyers; CMA (Comparative Market Analysis) and pricing strategy for sellers.

• Strategy Development: Buyers plan home tours; sellers create a marketing plan (photos, MLS listings, etc.).

Phase 3: Property Search & Marketing

• Buyers: Shortlist properties, schedule viewings, and receive detailed information.

• Sellers: Promote listings across platforms, social media marketing, and host open houses.

Phase 4: Offer & Negotiation

• Buyers: Prepare an offer with price, deposit, and terms.

• Sellers: Accept, reject, or counter. Agents assist with negotiation.

Phase 5: Contract Signing & Earnest Money Payment

• Sign the official purchase contract and set the closing date.

• Pay the due diligence and earnest money deposits into an escrow account.

Phase 6: Due Diligence & Inspections

• Conduct home inspection and negotiate repairs.

• Perform surveys, termite inspections, and other evaluations.

• Submit mortgage application and go through loan approval.

Phase 7: Pre-Closing Preparation

• Complete home appraisal and purchase homeowner’s insurance.

• Attorney conducts title search to ensure clear ownership.

Phase 8: Closing

• Sign transfer and mortgage documents; buyer pays final closing amount.

• Attorney finalizes fund transfers and files title documents.

Phase 9: Post-Sale Services

• Provide moving advice, home maintenance guidance, and document assistance.

• Offer tax consultation to ensure smooth post-transaction support.

Estimated Timeline

• Preliminary Preparation: 1–2 weeks

• Marketing or Home Search: 2–6 weeks

• Contract Signing & Due Diligence: 2–4 weeks

• Closing Process: 1–2 weeks