Buyer Resources

Below we have a collection of documentation we have created that will assist you throughout the home buying & escrow process. 

Make sure to read through these documents, some of which will be in your offer packet for you to sign

Always let us know if you need clarification or more information - we are here to help!

Welcome to the team!

Elevation Buyer Presentation 08:2024.pdf

Lenders

Andrei Paduraru

JVM Lending

jvmteam@jvmlending.com

925.395.4289

www.JVMLending.com

Kathy Chang

Redwood Credit Union

Chang@redwoodcu.org

415.601.2590

www.redwoodcu.org


Casey Sullivan

Cross Country Mortgage

casey@thesullivangrp.com

925.395.4212

Crosscountrymortgage.com


Phase 1: Discovery

Buying a home is emotional...remember to be logical.


Have you ever left a first date feeling, “wow I have butterflies!”, but then after a few dates, you start to learn that they never do laundry, they leave dishes in the sink, and you don’t really have anything in common? This is why we have to not only listen to our heart, but also remember to think with our head!


When walking into an open house, it is easy to be taken by the energy or overall feeling of a home. It makes sense! As agents, we do everything we can to make a home inviting and memorable for every prospective buyer. From beautiful staging to scented candles, to excellent lighting and music, we want you to feel at home and picture yourself living there. While the vibe is certainly important, it’s critical to remember that a home must also fit your daily needs. 


Things like…



Ultimately, we are your guide. We can’t promise you will accomplish all of these things, but it’s critical to consider things that are important to your daily life. 


We are here to help you make smart decisions.

10 Things Not to Do.pdf

10 Things Not to Do When Getting A Loan

Some of these may surprise you!

Insurance Advisory.pdf

Insurance Advisory


See below for our recommended insurance providers.

Phase 2: Boots on the Ground

Buyer Advised to Investigate .pdf

You are advised to investigate!

Ensure that you understand all items you want to investigate prior to making an offer.

Buyer Advisory Regarding Buying Sight-Unseen.pdf

Buying Sight-Unseen

We highly discourage this, but understand sometimes it is a necessity.

Phase 3: Pen to Paper

5 Elements of Your Offer 2024.pdf

5 Elements of Your Offer


All items you need to consider when making an offer.

Writing Offers in a Low Inventory Market.pdf

What to know about writing an offer in a low inventory market

All about contingencies!

Home Warranty

We recommend purchasing a one-year Super Home Warranty at closing, but you can use another company if you'd like, or you can choose not to order one at all. Just let us know if you'd prefer to opt out.

CA 2024 - Super RE Plan & Price Overview .pdf
CA - 2024 Super Home Warranty Brochure.pdf

Phase 4: Escrow

5 Elements of Closing.pdf

The Closing Process

The last week of escrow can feel chaotic. There are many moving parts and people involved. Here is the roadmap to closing in the Bay Area.

RERM & Elevation Provided.pdf

Legal Help

You can contact RERM before, during, or after closing with any legal questions. You can use their mediation services for free for as long as you own the home.

Recommended Insurance Providers

As you may know, securing home insurance has become increasingly challenging in California. In order to be prepared for your purchase, we strongly encourage you to establish a relationship with an insurance agent at this time. Insurance agents can be very busy so getting in touch sooner than later is recommended. 


When you are ready to make an offer, having this relationship already established will make it much easier for you to ask for an insurance quote. Doing this prior to making an offer allows you to consider waiving your insurance contingency, therefore strengthening your offer significantly. 

Steven Klein

Steven Klein

Greystone Insurance

steven@greystoneinsured.com

310.795.9467

Greystoneinsured.com


Elbert Taylor

Neda Gilani - Byrd


Alive Insurance

neda.aliveinsurance@gmail.com

650.997.2973

aliveinsurance.com


Mike Clauson

Mike Clauson


Farmer's Insurance

mclauson@farmersagent.com

510.839.3276


Ask us for more recommendations if needed!

After Your Purchase

Annual Review.pdf

Annual Review

Events.pdf

Events

RERM & Elevation Provided.pdf

Legal Help

Additional Resources

SF Resource List.pdf

San Francisco Resources 

& Vendors

EB Resource List.pdf

East Bay Resources 

& Vendors


Testimonials

Testimonials.pdf