Header Image

How We Work With Buyers

Here are the steps we will go through as we work together to insure your success...

Understand Your Needs & Goals

  • Discuss your criteria, timeline, and budget
  • Extensive buyer interview
  • Home visit

Assist You with the Pre-Approval Process

  • Thoroughly explain the costs of buying a home
  • Work with your bank or we offer references of highly qualified loan professionals to find you the best loan available to meet your financing needs

Help You Find the Right Property

  • Discuss the different property types available in SF and explain the nuances of each
  • Break down the different neighborhoods of SF and their price points
  • Take you on the Grand Tour of neighborhoods that meet your needs
  • Review currently available properties with you that meet your criteria
  • Set up a tour to see properties together that meet your criteria
  • Teach you how to look at property, make a general assessment of the condition and interact with listing agents at open houses and showings
  • Begin an email notification service so that you know when new listings that meet your criteria
  • Preview properties on your behalf during Tuesday Tour and Wednesday Zephyr Tour and keep you informed about new properties that meet your criteria
  • Inform you of off market opportunities within the Zephyr Community and the SF Brokerage Community at large
  • Schedule private showings of relevant properties for you
  • Email you open house listings that meet your criteria and let you know which properties are highest priority to view during the weekend
  • Continually work with you to hone your search based on your feedback as you view properties

Craft Your Offer to Stand Out, Giving You the Competitive Edge

San Francisco is an extremely competitive market. We have developed strategies that have allowed our clients to successfully compete and be the winning bid on a selected property. We will take the time to educate you and position you to stand out when you are ready to make an offer by:

  • Review the purchase contract with you and answer any questions you have
  • Contact the listing agent to build rapport and find out pertinent information regarding activity, seller's needs, offer process, so that your offer gets the attention it deserves
  • Strategize with you on how to make your offer as strong as possible and review recent sales to help you establish value
  • Review the disclosure package with you and answer your questions before writing an offer
  • Package your offer so it stands out to both the listing agent and the seller; include a cover letter introducing you, your strengths and summarizing your offer
  • Keep you informed about the status of your offer and work with the listing agent to get you a counter if you are not the highest and best offer

Manage the Escrow Process

We work as project managers to make sure the entire process goes as smoothly as possible, including:

  • Open escrow with the Title Company and make sure that your lender has everything they need to procure your loan
  • Make sure you have all disclosures and pertinent property information to review
  • Schedule and attend your inspections with you and review the resulting reports with you
  • Advise you of contingency dates and other important contractual milestones and make sure they are addressed in a timely manner
  • Schedule and attend your escrow appointment when you sign your loan documents and finalize your paperwork
  • Deliver your keys to you once the sale is complete and you are on title!
  • Help you coordinate your move & assist with logistics

After Close of Escrow

  • Help you with any issues that come up after you move into your new home and be a resource for you regarding any real estate related questions
  • Continue to consult with you by offering resources for reliable service providers: painters, contractors, cleaners, you name it!
  • Keep you posted on sales in your neighborhood

Our Partnership

  • We work together as a team and collaborate to give you the utmost service, support and expertise during the buying process.
  • We are honest, straightforward and hard working.
  • We partner with each other and we partner with our clients. We have earned the trust and respect of our clients and we do most of our business by referral because our clients appreciate our ethics, expertise and our unparalleled service.

Buying in SF is no easy feat. Our clients are successful because they are

  • Confident: we take a lot of time to distill the complicated process of buying and prepare our clients every step of the way
  • Empowered: we understand each client’s unique situation and needs and we provide appropriate guidance that helps each client meet their personal and financial goals
  • Supported: we understand our clients have busy lives and we act as project managers and collaborators during the purchase, holding the big picture and pitching in to help with all the details that need to be handled to complete the purchase