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Buyer Services

Step by step Buying guide

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01.

Select the Right Agent

Nowadays, it is easy to locate properties through a combination of open houses and online searching. It may not, however, be in the clients’ best interests to wait until they locate a house to select a specific agent.

Our experienced agents can help identify the right neighborhood, coordinate financing, filter out inappropriate properties, identify off-market opportunities, and answer questions that come up along the way. Additionally, our agents will help screen properties during broker tour and notify you when suitable properties come on the market.

02.

Know the Neighborhoods and Marketplace

Clients generally have an initial idea of what cities and neighborhoods appeal most to them. However, you should examine your criteria to determine the areas within the neighborhoods you feel are a good match.

Our agents will personally take you to some of the neighborhoods, give you an overview of the area, and show a few representative homes. More importantly, our agents will provide you with information about local schools, parks, and appreciation potential of each area. Generally, clients should not purchase a home until they are familiar with the neighborhoods and have seen enough properties to truly recognize an excellent fit.

03.

Get Pre-Approved

Getting pre-approved by a local lender or mortgage broker is one of the first things you should do for many reasons. In Silicon Valley, a pre-approval letter is a prerequisite for serious consideration of your offer. Knowing the available loan amount will aid in determining how much you intend to spend on your home and which neighborhoods to consider.

Generally, you should begin the pre-approval process immediately after meeting with your agent. If any issues come up, such as inaccuracies that make your credit score lower than expected, you will have time to resolve them. Our agents can help you through this process and recommend excellent lenders and mortgage brokers. Our recommendations are completely free of any conflict of interest; our agents do not benefit monetarily from providing recommendations.

04.

Find a Home and Review Disclosures

Once you have located the desired property, carefully review the disclosures that the seller and listing agent provide.

Disclosures contain many important items, most notably the property and pest inspections, the seller’s disclosures, and the title report.

05.

Professional marketing

We launch a complete media package that showcases your home and drives showings. Buyers get an interactive 3D tour with on screen callouts for standout features. MLS photos are labeled with the details that matter so nothing is missed. At open houses we display a twenty four by thirty six inch poster board with neighborhood information so buyers understand schools, parks, shops, and commute options. The goal is more interest, better informed buyers, and higher foot traffic.

06.

Open house weekend

With the home fully prepped and marketed, we host open houses with extended hours and catered food and drinks. Our team is onsite to share the unique features of your home and to ensure potential buyers know what made the home special to you.

07.

During Escrow

Once a purchase agreement is signed, the escrow period begins. In Northern California, title companies often handle both title and escrow. Their main role is to securely exchange the buyer’s funds for the seller’s property. Escrow typically lasts 30 days, though it can range from 15–45.

If the contract includes contingencies, such as inspections, your agent will arrange them. During this time, you can decide whether to move forward. If you cancel due to a contingency, your good faith deposit is refunded. Agents can also negotiate seller credits for issues found, though major problems (like a faulty foundation) may justify canceling altogether.

If financing is involved, an appraiser will evaluate the home, and your agent will coordinate with your loan officer to ensure timely funding.

08.

Day of Closing

On the day of closing, the escrow company transfers your funds to the seller and records the deed in your name with the county. Once you are on record with the county, our agent will provide you with the keys, garage opener, and access codes, if any. Other information, such as manuals for appliances, are usually left at the property. While you are the owner of record when escrow closes, you generally will not receive the official deed from the county until three months later.



Enjoy your home.

230+

Homes Successfully Closed

10%

Above Asking, On Average

$763k

Highest Sale Over List

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Success Stories

Mann Drive, Cupertino

Achieved $400 K below comps by timing a winter offer and leveraging preferred-rate lending.
• Proactively contacted local rental owners
• Submitted offer during slow season for added leverage

$400k

below comps

100%

exposure maximized
*Rental photo of Mann Drive

Janice Avenue, Santa Clara

Landed $200 K under nearby sales on an off-market find and lined up bridge-loan financing before close.
We Discovered the property through our agent network

$200k

under nearby sales

100%

exposure maximized
*Off market photo prior to closing

Kelsey Drive, Sunnyvale

Targeted an out-of-area listing agent and sellers. Secured the home for $350 K below appraisal in just one day, then guided the buyers through a full ground-up rebuild.

$350k

below appraisal

Day 1

Pre-emptive offer accepted on Day 1
*Kelsey drive after we helped the owner build a new home

Bay Area Home Buying Process

Choose the right agent
Secure pre-approval
Find a home and review disclosures
Draft the offer and negotiate
Navigate escrow and close

Home Search FAQs

What should I know before buying a home in the Bay Area?
How do I make a competitive offer on a Bay Area home?
How much should I budget for closing costs in California?
What neighborhoods are best for families in Santa Clara County?
Can I buy a home before selling my current one?

Ready to start?

Let’s take the next step toward buying, selling, or managing your home with confidence. Our expert team is here to guide you every step of the way.

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