Initial Consultation and Goal Setting

1. Schedule a strategy session to discuss your goals, preferences, and non-negotiables.

2. Explain agency relationships and how I represent your best interests.

3. Explain the Colorado Purchase Agreement and how my knowledge improves your position

4. Discuss my reputation in the community and how it benefits you.

Financing and Pre-Approval

1. Help find a mortgage lender that fits your needs.

2. Guide you through obtaining a pre-approval letter.

3. Update the pre-approval letter with each new offer.

Market Education and Home Search

1. Provide an overview of current market conditions and housing data.

2. Educate you about local neighborhoods, including crime statistics and amenities.

3. Set up and refine an MLS search based on your criteria.

4. Share new listings and price updates that match your preferences.

5. Schedule and organize showings, sending a detailed schedule with a property map.

6. Share knowledge, insights, and feedback from each showing.

7. Provide MLS listing information, property details, and boundary maps.

8. Provide HOA rules, water sources, and utilities for selected properties.

Offer Preparation and Negotiation

1. Perform a comparative market analysis (CMA) for your chosen property.

2. Review comps to determine property value.

3. Discuss inclusions, exclusions, and seller disclosures.

4. Prepare and submit offers with detailed communication to the listing agent.

5. Guide you through negotiation strategies and counteroffers.

Under Contract: Due Diligence and Inspections

1. Coordinate inspections (general, radon, well, septic, sewer, etc.).

2. Review inspection reports, identify issues, and negotiate resolutions.

3. Obtain repair receipts and sign the inspection resolution.

4. Review HOA documents, utility history, and road maintenance agreements.

5. Confirm appraisal status and address any issues.

6. Monitor loan progress and stay in constant communication with your lender.

Closing Process

1. Schedule and confirm closing times, locations, and all necessary parties.

2. Perform a final walk-through to ensure repairs are complete and the home is move-in ready.

3. Review closing documents, settlement statements, and closing figures.

4. Facilitate the transfer of keys and other property accessories.

5. Attend the closing to ensure everything runs smoothly.

Post-Closing Support

1. Provide a closing book with essential documents.

2. Ensure the deed is recorded correctly and notify you once it’s done.

3. Send your settlement statement in January for tax purposes.

4. Check in periodically to see if you need any further assistance.