The real estate market is competitive, and successfully navigating it demands effective communication and informed decision-making. That’s what the Compass One dashboard was designed for: to provide 24/7 transparency, equipping us both with a streamlined way to organize your search, seamlessly collaborate throughout, and operate in lockstep before, during, and after the purchase. 

Whether you’re purchasing your first home or starting a new chapter, the buyer journey is filled with excitement and joy — and, inevitably, the occasional moment of stress. Compass One simplifies the process, serving as a single destination where I can organize your search so that you can find your place faster and with complete confidence. 

Access thousands of listings from your personalized dashboard, including properties that are only available at Compass. 

Organize, share, and comment on your favorite homes. You can stay on top of new listings, request tours, and view your tour schedule with ease. 

Keep up to date and

stay organized

Stay on top of your transaction with a clear timeline of upcoming steps,

recent updates, and pending tasks.

 Know exactly where we stand, what’s next, and how I’m moving your purchase  forward. Easily reference signed documents, forms, and paperwork at any time.

Buyer Consultation

 First, we will connect for an initial consultation to discuss what you are looking for in your next home and get you set up on the Compass One platform so I can help guide your search. 

Buyer Representation Agreement 

We will establish a mutual business agreement, shared and saved in your Compass One profile, that lays out my obligations to you as well as establishes term length, compensation, termination, exclusivity, representation, and location. Only once we’ve both agreed on the terms and signed can I show or send you any properties. 

Get Pre-Approved 

If you are obtaining financing, getting a pre-approval letter from a lender before submitting an offer is important because it shows you are more likely to meet the proposed settlement date. A pre-approval letter and a good faith estimate from a lender will also give you insight into the projected down payment, closing costs, and expected monthly payment. 

Find Properties That Meet Your Criteria 

I will run a competitive market analysis of comparable properties to establish fair pricing and send you promising listings for review, including exclusive inventory you can only access through Compass. I will curate a selection of listings that you can like, share, and discuss with me in real time through your Compass One dashboard. 

Submit and Negotiate Offer 

Once we find the right home, we will assemble a competitive offer. The offer states the price you are willing to pay and it may include other terms, such as whether you are waiving any contingencies or maximum timeframe to close. It is my job to guide you through the decision-making process and present the most compelling terms possible. 

Sign Contract 

Your contract legally commits you to purchase the property for a specific price and defines the settlement company, date of settlement, and both Due Diligence and Earnest money deposit amounts. 

Home Inspection, Disclosures, Reports, and Repairs 

I will coordinate all desired home inspections and contractual contingencies and together we will all review the disclosures, inspection report, and preliminary title report, at which point you can approve or negotiate credits or repairs. Prior to closing, I will schedule a final walkthrough to verify that the property is still in acceptable condition and that any negotiated repairs were completed. All of the resulting documentation will be uploaded to Compass One for future reference whenever needed. 

Loan Application and Appraisal 

If you are obtaining financing, your lender will communicate what documentation they need, including bank statements, tax records, and pay stubs; note that typically you will have an agreed-upon length of time to obtain this mortgage commitment. Once your lender has all of your documents, they will review them and have an appraisal done on the property. If all goes to plan, they will issue a Clear-to-Close, which means your loan is complete and the file will be sent to the title company for closing. 

Closing 

Congratulations! You are now a homeowner. Welcome home!