new client WELCOME PACKET
BUYING
SELLING
INVESTING
HERE'S EVERYTHING YOU NEED TO KNOW ABOUT WORKING WITH ME.
WELCOME
I am excited to work with you! JUST A FEW THINGS I WANT YOU TO KNOW... Real estate can be overwhelming and stressful. There are many milestones and numerous parties are involved with buying and selling. Timing and communication are keys to our success. We will design a personalized action plan for your needs. LET'S DIVE IN!
I hope this guide answers any questions you may have about working with me. I am here to help with any of your real estate needs, please don't hesitate to reach out!
Katalin
Realtor® Direct: (757) 585-5703 Office: (757) 258-4000 katalin@fordscolony.com
MY PHILOSOPHY Stone & Story Real Estate Group is a full-service, fully licensed, Real Estate Marketing team focused on our clients and our customer service. Working Recognizing that the on process buying oralso selling a house with sellers and buyers existing of homes, we are experts within is Northeast Kansas for designing building your coaster dream home with the top by its very nature, fraughtand with a roller of emotional builders Topeka! Wemy stage homes, new and existing, use a professional highs in and lows, goal is to simplify the and process and arm photographer for still photographs and a 3D multi-floor digital walkthrough to my clients with the tools and knowledge necessary to not market our listings to stand out above the rest!
only survive, but thrive.
Our knowledge of the market and our research techniques have proven that price myself to optimize by getting 5 to 10% more for your house. A house I we pride onsales providing unparalleled client service with that looks amazing at the right price means a sale! This knowledge translates strategic marketing techniques and personal involvement to awesome negotiation skills for our buyers and leads to the best price for every step of the their way. I am detail oriented and fully biggest investment!
committed to understanding my clients’ needs. I listen carefully to my clients to discern their ultimate objectives and work diligently and collaboratively with them to guide them through the local real estate process.
I measure success by the satisfaction of my clients.
MY PROMISE TO YOU
ONE I promise to tell you the truth about your property.
TWO I promise to respect your confidence.
THREE I promise to give you good advice.
FOUR I promise that you will understand what you’re signing.
FIVE I promise to follow through and follow up.
TIMELINE & MILESTONES 01
02
03
WELCOME MEETING Meet for your buyer consultation, set expectations, connect with a local lender and personalize a plan.
HOME SEARCH This is where we start searching for your new home! Might be quick, or it might take some time.
MAKE AN OFFER We will sit down review the home, write the contract and submit.
INSPECTIONS & APPRAISAL
04
05
This is a big hurdle. This milestone can make or break the transaction. Don’t panic though! In the words of Marie Forleo, “Everything is Figureoutable!
CLOSING We made it! We will meet at the closing table to sign the final documents and exchange the keys! Congratulations!!!
WHAT CAN YOU EXPECT? 01
MY COMMITMENT TO YOU.
Do my very best to ensure exceptional service to my Client.
02 Act as fiduciary representative of the Client, keeping all personal information confidential. Suggest financing options and refer Client to competent lenders.
03 Assess market value of homes, research comparable sales. Strategize, prepare and negotiate all offers and contract documents providing the maximum investment value for the Client.
04 Advise Client and negotiate any inspection issues and remedies. Coordinate closing details and ensure compliance with offer details.
05 Communicate at a high level. Respond to all inquiries in a timely fashion.
WHAT I'LL NEED FROM YOU 01 Be honest and truthful about home desires and needs.
02 Obtain lender pre-approval at the beginning of the real estate process.
03 Communicate issues, questions and concerns to me in a timely fashion.
04 Inform builders, for sale by owners, and other Real Estate Agents at open houses that you are working represented by a Realtor®. Allow me to contact builders and for sale by owners on your behalf.
05 Provide any needed documents or information to me in a timely manner.
YOUR INFORMATION Tell me about YOU: Name: Current Address: Phone: Do you: OWN
Email: RENT
If rent, when is the lease up?
Do you have to sell before buying?
YES
NO
Tell me about your loan: Lender/Bank: Loan Officer Name: Type of Loan: Time Frame to Buy: 30 Days or Less
30-60 Days
60 Days-1 year
1 Year +
How do you like to communicate? PHONE CALLS
TEXT MESSAGES
READY TO GET GOING? I WANT TO KNOW WHAT YOU'RE LOOKING FOR!
WHY DO YOU WANT TO OWN A HOME? My dream is to own a home
To have a place to raise a family
Because I'm getting married
To be in a specific school district
Tired of paying rent
To have an investment property
Need more space
Other, please specify
Tell me about the home you want! 1. What part of town do you want to live in? 2. What price range would you consider? No less than $______ but no more than $______ 3. Are schools a factor and, if so, what do you need to take into consideration (e.g., want specific school system, want kids to be able to walk to school, etc.)? 4. What kind of houses would you be willing to see? ___one story
___2 story
___split level
___open floor plan
___townhouse
___condo
___new construction
___ranch
5. What style house appeals to you most? ___contemporary ____farmhouse ____modern
___traditional ____colonial
____no preference
6. How much renovation would you be willing to do? ___A lot
___A little
___None!
THE LOT MUST HAVE
WOULD LIKE TO HAVE
Large Yard (1 acre or more) ____________
____________
Small Yard (less than 1 acre) ____________
____________
Fenced Yard
____________
____________
2 Car Carport
____________
____________
2 Car Garage
____________
____________
3 Car Garage
____________
____________
4+ Car Garage
____________
____________
Extra Parking
____________
____________
Patio/ Deck
____________
____________
Pool / Pond Onsite
____________
____________
Pool / Pond in HOA
____________
____________
Outdoor Kitchen
____________
____________
Other Buildings
____________
____________
Special View of What?
____________
____________
THE INTERIOR How many bedrooms must you have? ____ would you like to have? ____ How many bathrooms do you want? ____ How big would you like your house to be (square feet)? No less than ____ But no more than ____
What features do you want to have in your house?
MUST HAVE
WOULD LIKE TO HAVE
Carpet
____________
____________
Tile / Granite
____________
____________
Hardwood Floors
____________
____________
Standalone Kitchen Island ____________
____________
Separate Dining Room
____________
____________
Formal Living Room
____________
____________
Family / Bonus Room
____________
____________
Study / Office
____________
____________
Separate Laundry Room
____________
____________
Fireplace
____________
____________
Crown Molding
____________
____________
THANK YOU! I WOULD LOVE TO WORK WITH YOU. PLEASE REACH OUT IF YOU HAVE ANY QUESTIONS.
Katalin Katalin Donatucci, Realtor® Direct: (757) 585-5703 Office: (757) 258-4000 katalin@fordscolony.com Licensed in Virginia
Ford's Colony Realty | One Ford's Colony Drive | Williamsburg, Virginia 23188