My Process: How We Work Together

  • Hours:

    • Monday through Friday

    • 9:00 AM to 5:00 PM EST

    Response Time Guarantee:

    • 2-hour response time during business hours for all requests

    • All requests received by 2:30 PM will be processed same business day

    • All requests received after 2:30 PM will be processed by 10:00 AM the following business day

    After Hours Communication:

    • I understand that real estate doesn't follow a 9-to-5 schedule. Urgent after-hours communications will be addressed on a case-by-case basis

    • For non-urgent matters, I'll respond by 10:00 AM the next business day

  • Clear communication is essential for successful transactions. Here's how I maintain efficient communication:

    Email Communication for Action Items:

    • All requests for actions to be taken on a file must be made via email

    • This ensures proper documentation and creates a "paper trail" for compliance

    • I'm happy to discuss via text or calls, but actual work requests should follow by email

    Phone & Text Communication:

    • Perfect for quick updates and information sharing

    • When calling, be prepared to leave a detailed voicemail with specific information

    • Avoid vague messages like "call me" without context

    • For actionable requests, please follow up with an email

    My Promise to You:

    • I have a simple template for when I receive non-actionable requests: "Thank you for reaching out. I look forward to providing leverage for you. Please reply with any ACTIONABLE INFORMATION as soon as possible so I can ensure you receive the support you need."

  • I provide comprehensive document assistance for all your transaction needs:

    What I Can Do:

    • With your specific direction, prepare addendums and amendments

    • Send documents for signatures

    • Ensure all documents are properly signed/initialed by all parties

    • Share documents with appropriate parties

    • Upload to your broker's compliance platform

    What You'll Handle:

    • Provide specific verbiage, terms, and conditions for documents

    • Handle all negotiations

    • Review and approve all documents before they're sent

    • Communicate specific client requirements

  • Opening Process - Contract to Compliance:

    • Contract review & file setup

    • Compliance management with your broker

    • Ensuring all parties have what they need to begin

    Due Diligence & Inspections:

    • Managing repairs & contingencies

    • Verifying completion and documentation

    Appraisal & Loan Process:

    • Monitoring appraisal progress and results

    • Tracking loan process and clear-to-close status

    Title & Escrow:

    • Requesting title work

    • Monitoring progress

    • Reviewing settlement statements for accurate commissions

    Closing Preparation:

    • Scheduling final walkthroughs

    • Coordinating closing logistics

    • Managing lockbox and key exchange

    Post-Closing Services:

    • Final documentation for compliance

    • Ensuring you get paid

    • Transaction completion

  • A successful transaction depends on clear roles and responsibilities. Here's a detailed breakdown of what I'll handle and what I'll need from you:

    Agent-Owned Responsibilities:

    1. Contract Negotiation & Client Advocacy

    • All negotiations with the other party regarding price, terms, repairs, etc.

    • Client consultations about strategy and decision-making

    • Presenting offers and counteroffers to your client

    • Explaining contract terms and implications to your client

    • Making recommendations based on your professional judgment

    2. Market & Property Expertise

    • Property valuation and pricing strategy

    • Market condition analysis and explanations

    • Property showing and feedback collection

    • Determining appropriate contingencies for your client's situation

    • Setting realistic client expectations about the transaction

    3. Specialized Services

    • Ordering home inspections (time-sensitive and often requires negotiation)

    • Home warranty selection and ordering when applicable

    • Providing property access for inspections, appraisals, etc.

    • Attending property inspections with your client

    • Final walkthrough with your client

    4. Document Review & Approval

    • Reviewing all documents before they're sent to clients or other parties

    • Approving final versions of offers, addendums, and amendments

    • Providing specific verbiage for specialized contingencies or terms

    • Final review of closing documents for accuracy

    • Ensuring documents align with client's goals and expectations

    5. Urgent Matters & Escalations

    • Handling requests that require less than 2-hour turnaround

    • Resolving disputes or conflicts between parties

    • Managing emotionally charged client situations

    • Addressing last-minute closing issues that require agent expertise

    • Stepping in when transactions require specialized negotiation

  • 1. Administrative & Coordination

    • Managing all routine communications between parties

    • Document preparation based on your specific instructions

    • Tracking and managing all deadlines and contingencies

    • Coordination with title companies, lenders, and other service providers

    • Ensuring compliance requirements are met

    2. Transaction Management

    • Maintaining the transaction file and documentation

    • Processing paperwork through electronic signature platforms

    • Sending reminders about upcoming deadlines

    • Coordinating closing logistics with all parties

    • Post-closing documentation and follow-up

    3. Timeline & Communication Management

    • Providing regular status updates to all parties

    • Tracking milestone completions

    • Sending deadline reminders

    • Creating and maintaining the transaction timeline

    • Keeping all parties informed of progress

  • Standard Services:

    • Contract to Close: $395

    • Invoice sent after closing

    • Payment due upon receipt of invoice

    • 3% convenience fee charged for payments made with credit card.

    Cancelled Transactions:

    • I understand that not every deal makes it to closing

    • If a transaction is cancelled, my fee will be reduced to $85

    • This covers the work performed in opening and closing out the file