Meet and Greet Session

  • How can we help you?
  • If you are buying your first home, we will

1. Review the process for buying your first home
2. Discuss available first time home buyer programs
3. Discuss acquisition costs and assessments such as Mello Roos, HOA fees, area fees, etc.
4. Set up a lending profile and match you with our preferred lenders.
5. Set up a housing profile for you based on your input.
6. Discuss the market and where it is heading

  • If you are buying an investment property, we will:

1. Help you analyze what makes a good investment
2. Discuss acquisition costs and rehab costs if needed.
3. Discuss tenant laws and how to pick the perfect tenant.
4. Set you up with our preferred vendors.
5. If you need financing, we will match you with our preferred lenders.
6. Set up an investment profile for you based on your input.
7. Discuss the market and where it is heading

Executing Your Profile

  • Setup neighborhood target areas and marketing for off-market properties, distressed sales, or for sale by owner
  • Advertise your profile to our broker network and seller database
  • Preview properties on your behalf
  • Provide you with a list of potential candidates
  • Setup private viewings for you
  • Seek the best financing terms for you.

Making An Offer

  • Discuss the offer process.
  • Review any pre-existing inspection reports and/ or disclosures
  • Prepare an offer package that appeals to the seller but also meets your terms

Getting Your Offer Accepted

  • Leverage our extensive relationships to get your offer accepted.
  • Meet with the selling party in person to present your offer( if allowed)
  • Negotiate on your behalf using our years of negotiation experience. We are savages when it comes to negotiation!

Offer Accepted and Escrow

  • Congratulations!
  • Facilitate getting the earnest money deposit in.
  • Provide you with an overview of the escrow process.
  • Provide you with a list of events and timelines.
  • Coordinate the ordering of any inspections on your behalf.
  • Work with your financing team to ensure the original terms and timelines are met according to your requirements
  • Discuss what to expect in the closing phase

Reviewing Inspection Reports

  • Review the inspection reports with you and determine if additional inspections or repairs are needed.
  • Write up a seller request for repair.
  • Negotiate the seller request for repair if needed.
  • Discuss property enhancements
  • Provide you with a list of our preferred vendors to help you in enhancing your home. If you decide to perform enhancements, we will facilitate them for you.

Closing Phase

  • Perform a final walk-through to ensure the property is in the same condition as when you first saw it and also verify the completion and workmanship of any seller repairs.
  • Review the closing documents and statement
  • Arrange a signing appointment on your behalf


  • Provide you with moving boxes
  • Facilitate any moving services you may need
  • Assist you with activating your utilities
  • Utility contact list
  • Catered neighborhood/friends/family housewarming

Certification or Specialties 


  • Residential Properties
  • Land
  • Investment Properties
    - Single Family, Multi-Units, Apartments
  • Commercial Properties
  • Luxury Properties
  • Relocation


  • Bi-lingual in English and Spanish  
  • Certified Distress Property Expert (CDPE) 
  • Coldwell Banker Luxury Preview Property Specialist  
  • Coldwell Banker Certified eMarketing Specialist 
  • Coldwell Banker Certified Negotiation Specialist 
  • Certified HAFA Short Sale Specialist  
  • Certified Investor Agent Specialist (CIAS) 
  • Certified Government Housing Program Specialist 
  • Freddie Mac Short Sale Certified 

Ready to find your dream home?

Let us help you make that happen!

Schedule a Call
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