Getting Started

• Meet with you to do a needs analysis, understand your financial and investment goals, and evaluate your financial resources in order to establish realistic and achievable objectives.
• Discuss our services, commitment and approach to confirm that we are a right fit to achieve your homeownership goals.
• Recommend financial institutions / lenders where you can find the best financing options and loan pre-approval in advance of searching homes and making offers in order to compete in the Orange County real estate market.
• Walk through conditions, contingencies, business practices, local regulations, and what an agency relationship means with Equity Vantage Real Estate Inc.
• Based on your homeownership goals and financial resources, we establish the neighborhoods and builder tracts where your money will best perform and thoroughly review the individuality of each of these locations.
• Set you up with a customized property portal to stay up to date on all new listings that meet your objectives and neighborhood preferences.

Property Viewings

• Tour homes to confirm and/or adjust your style preferences, likes, and needs based on initial needs analysis
• We will monitor opportunities within our network to ensure your awareness of all homes on the market or coming on the market that meet your needs.
• Once you are ready to make a purchase offer on a home, we will request seller disclosure documents to review with you to identify key conditions and issues of concern in order to determine whether to proceed with an offer.
• We’ll review specific neighborhood and builder tract data along with the expectation of the listing agent and sellers in order to achieve an acceptable offer and successful close.

Making an Offer and Closing the Deal

• We’ll evaluate interest level in the property and draft the Residential Purchase Agreement (RPA) to best position your offer for success based on your comfort level.
• Leverage our relationships to best present your offer and demonstrate your strengths as a buyer to help you stand-out.
• Negotiate on your behalf for a fair agreement based on the latest local market conditions and performance.
• Based on a successful negotiation, open escrow and begin the closing process.
• Manage the entire escrow process and timeline to ensure that all conditions and contingencies are met and cleared.
• Discuss with your lender the deal, contingencies, conditions, and what is required to ensure a successful loan approval according to the closing timeline.
• Coordinate and attend all inspections of the property and review reports with you to determine, what if anything, needs to completed by seller at your discretion.
• Remove conditions and contingencies in accordance with the purchase contract and deadlines.
• Coordinate with the title company and your insurance agent to make sure the appropriate policies are in place at the close of escrow.
• Confirm with your lender that loan signing and all funding conditions have been met in order to close escrow.
• Close escrow, meet with you at the property and arrange for delivery of all documents to you.
• Celebrate the purchase of your new home, provide further assistance with move-in, utility set up, and other service providers to make for a smooth transition.
• Post-closing periodic check-ins to ensure you are enjoying your new home, getting acclimated into the neighborhood, have the info you need to maintain and maximize your home’s investment value, and know how your home’s value is performing in current local market conditions.