SELLER’S GUIDE
KINDNESS, PROFESSIONALISM, AND EXPERTISE
ABOUT OUR TEAM
their career, Andrew and Jennifer lead a team that has substantially increased its business year over year while covering the expansive Silicon Valley, San Francisco Peninsula, and Monterey Peninsula real estate market. Because their agents have been selected based on their hyper-local expertise, they confidently represent a vast coverage area with indepth knowledge - across Monterey Peninsula, Silicon Valley, and San Francisco Peninsula. With over 85 years of combined real estate expertise in marketing, law, title, design, and escrow, they provide their clients talents and expertise unparalleled in the California market. Combining their knowledge and experience with their love and passion for residential real estate, local expertise, exceptional marketing, personal service and the backing of the nation’s best luxury brokerage, Compass, they will prove to you the Oldham Group difference.
Closed Volume in 2023
Over 220
Closed Volume in 2023
#37
Teams in the Nation
#11
Teams in California
#14
Upload Final Files and Working Files to WorkfrontTop 100 producing agents or teams in the
KELSEY TAKAHA
SILICON VALLEY | SF PENINSULA SPECIALIST
Born and raised in Redwood City, Kelsey is excited to return to the Bay Area to serve the community she is proud to call home. When navigating the complex and competitive Bay Area real estate landscape, Kelsey’s local roots elevate her intimate knowledge of the region’s neighborhoods, market trends, and cultural nuances.
After transferring from the College of San Mateo, Kelsey attended the University of California, Los Angeles where she double majored in Communication and Gender Studies, both of which help her bring a unique perspective and unparalleled work ethic to her career in real estate. Kelsey’s background in Communications allows her to excel in client relations, effectively negotiate deals, and strategically market properties across digital and traditional channels. At the same time, her foundation in Gender Studies honed her ability to understand diverse client needs and create inclusive, welcoming environments for all home buyers and sellers.
Motivated by her desire to build strong, genuine relationships, Kelsey’s approach is always one of care and empathy. She has been praised for her perceptiveness – listening carefully and attentiveness to detail – both of which you will experience firsthand when working with Kelsey. She also aims to nurture purposeful and intentional relationships in all aspects of life, making her an extraordinary agent you will want in your corner.
REALTOR®
650.722.7548
KELSEY.TAKAHA@COMPASS.COM DRE 02244334
Outside of her time in real estate, Kelsey is dedicated to caring for foster children with her family or can be found on the beach with her two doodles, Cali and Posey.
Learn more by visiting https://oldhamgroupluxury.com/team.
Jennifer Oldham
Team Leader
Jennifer is a high-performing real estate professional, who is not only an experienced realtor and loan officer, but also a skilled negotiator and a real estate paralegal. What sets Jennifer apart is her ability to listen to her clients’ needs and use her indepth knowledge of the real estate market to negotiate the best deal to exceed the clients’ expectations. With more than two decades of experience working for residential real estate, title, escrow, and specializing in high net worth clients. Jennifer knows exactly what it takes to buy or sell a home. This is one of the reasons why she has been an award-winning Realtor since 2000. When working with clients, Jennifer first learns about what the client wants, then clearly explains the process, sets goals, and works hard to accomplish the best result. Jennifer has built the team on three simple principles: 1. Be Kind, 2. Be Professional, 3. Be an Expert. Jennifer ensures each one of the Oldham Group Team members exemplifies this mantra without exception. Jennifer started in real estate 20 plus years ago in the Bay Area, and never quit.
Realtor®
408.835.4119
jennifer@compass.com
DRE 01325650
She loves seeing great families find the right home, and wonderful agents expand their real estate acumen and experience. An adrenaline junkie, Jennifer has sought out and excelled at every possible extreme sport, from racing dirt bikes to competitive boxing, ice skating to skydiving, she has done it all. Her motto “Don’t eff it up!” pretty much sums up Jenn’s leadership style. Funny and full of love, this bad ass hugger makes long lasting connections with her clients and team members alike.
Andrew Oldham
Team Leader / Attorney
Originally a real estate lawyer, Andrew’s 40 years of real estate experience makes him uniquely able to tackle any real estate problem. From legal expertise, to escrow and title specifics, to brokerage, Andrew has done it all and he loves doing it, for his clients and his team. Before starting the Oldham Group, Andrew had a long career as a real estate litigator, and real estate entrepreneur.
After passing the bar, his real estate law career took off and he spent years in escrow litigation as a freelancer and salaried lawyer. In the nineties, Andrew founded a real estate company called eHome. eHome took advantage of burgeoning internet technology, and found a home for real estate there. They raised 30 million in capital and were the first to make the MLS searchable for clients, not just agents, and expanded to three states.
When he’s not assisting clients and agents, or working with Compass to help them improve their tools and resources, Andrew loves walking Asilomar beach with his wife and business partner, Jennifer and their adorable Boston, Abby. Andrew prides himself on being a kind, and loving person first and foremost, and second (but just barely) an excellent real estate professional.
THE SELLING PROCESS
THE SELLING PROCESS
01 02 03 04 05
Let’s Talk Setting the Stage Going Live
Spreading the Word
Making Connections
01
Let’s Talk
Meet with your Compass agent to discuss your plans and goals, trends in the current marketplace, and assess your property’s qualities and characteristics. Your Compass agent will analyze comparable property sales, assess the competition, work with youto determine pricing strategy, and outline a strategic plan to achieve the best possible result for you as a seller.
02 Setting the Stage
03 Going Live
The listing is broadc Compasscom and s across our 100+ part for the duration of th process
From applying a fresh coat of paint to rearranging furniture, your Compass agent will ensure that the property is visually ready for showing Your agent will schedule a professional photo shoot, commission an illustrative floor plan, and prepare a listing description At this time, you should also sit down with your agent and complete the Seller Disclosure documents that will be necessary for the transaction.
04
Spreading the Word
The Compass marketing team produces beautiful print collateral to strategically showcase your property Your agent develops and executes an intelligent, effective paid marketing plan in relevant publications. Eyecatching property signs are produced and placed outside your property.
06 Building a Strategy
Your agent conducts an assessment of the market response within the first 30 days of your listing going live Feedback from agents and buyers is aggregated, and the listing strategy revised if needed
07 Communictation
You and your Compass agent will establish the best method and frequency of communicating as the process unfolds Your agent will provide you with regular feedback and will keep you updated with continuous traffic metrics and information from the market
08 Negotiations
Once we receive an offer, your agent will contact you to review the terms of the offer and analyze the pros and cons Together you will decide how to respond to the buyer in one of several ways: by accepting the offer, rejecting the offer, or making a counter offer.
09 Escrow
e a contract has been agreed to and ed by all parties, an escrow will be ned and the buyer’s contingency period begin. Timelines for the completion of er and seller responsibilities will be listed e purchase contract and adhered to in escrow. Your Compass agent will keep a e eye on the timelines and ensure that are in compliance with your onsibilities, while also holding the er ’ s side to task to keep the process moving
10 Closing
Your Compass agent will monitor and coordinate all the details necessary to get you to the finish line Once the buyer has performed their inspections, removed their contingencies, and the loan (if any) is ready to fund, your agent will arrange the final walk-through At or near this time the escrow will close, payment will be made, and the keys will be handed over to the buyer
KEY TERMS
Appraisal
Assessment of the property’s market value, for the purpose of obtaining a mortgage and performed by a licensed appraiser.
Assessed Value
Value placed upon property for property tax purposes by the Tax Collector.
Closing Costs
Expenses incidental to a sale of real estate, such as loan fees, appraisal fees, title insurance and escrow fees.
Closing Statement
The statement which lists the financial settlement between Buyer and Seller, and the costs each must pay.
Contingency
Certain criteria that have to be met in order to finalize the sale.
Conventional Mortgage
A mortgage or Deed of Trust not obtained under a government insured program such as FHA or VA Credit
Money given to a buyer from a seller through escrow at closing.
Escrow
A neutral third party that handles the transfer of any money during the sale of a home from initial deposit to final funding and closing
Earnest Money Deposit
Buyers in California usually deposit 3% of the purchase price to show that the buyer is serious about purchasing the home. It is usually refundable in the event a contingency in the sales contract cannot be met.
Fixed Rate Mortgage
A loan on which the interest rate and monthly payment do not change
Home Warranty
A policy that covers certain repairs (e.g. plumbing/heating) of a newly purchased home for a period of time, typically one-year.
Preliminary Title Report
A report showing the condition of title before a sale or loan transaction After completion of the transaction, a new title insurance policy will be issued.
Title Insurance
Insurance to protect the buyer and lender against losses arising from disputes over the ownership of a property.
Recording Fees
Money paid to the lender for recording a home sale with the local authorities, thereby making it part of the public records.
ESCROW
ESCROW
WAYS TO HOLD TITLE IN CALIFORNIA
WHO PAYS WHAT: ESCROW CHARGES,
TITLE FEES, & TRANSFER OF TAXES
MARKETING
MARKETING YOUR HOME
At The Oldham Group, we put an emphasis on modern marketing, taking a multi-pronged approach to the digital promotion of your property.
The first thing we do before marketing is Identify the buyer persona For example, a Silicon Valley engineer with a net worth of $3M who likes mountain biking and comic-con. Then, we generate buzz while preparing for isting to launch by marketing to our network (28M+ agents).
Once the listing goes live, we begin attract that buyer persona to your listing. This may include...
WEBSITE - This includes photos, videos, virtual tours, listing details, and has the ability to capture contact information from interested home buyers
NEWSLETTERS - We will target the listing area through email campaigns These emails are sent for each status change on your listing and are full of information for potential buyers. When sending these emails, we create a list of potential leads in the area through a mix of home buyers in our team database as well as local homeowner leads from a third party real estate farming tool.
SOCIAL MEDIA ADVERTISING
- We run website traffic ads through Facebook and Instagram to drive visitors to the page. These ads are live for the duration of the listing and are updated with status changes such as “Coming Soon,” “Just Listed,” and “Price Reduction
GOOGLE ADS - To top off our digital listing campaign, we create and publish Google Display and Search advertisements. Very similar to the social media ads, these content pieces are posted for status changes They drive traffc to the property website as all of the digital.
ENHANCED TARGETING
- Using our partner
Lead Generation Labs, enhanced targeting allows us to target consumers based on the sites they visit and the apps installed on their phone. By narrowing down to profession-specific sites and apps, we can effectively target any profession or interest you can imagine.
THE COMPASS ADVANTAGE
COMPASS EXCLUSIVE TOOLS AT MY FINGERTIPS
In the world of real estate today, it’s not enough to simply keep up with the latest technology — you deserve an agent who’s always one step ahead. At Compass, I have access to AI-driven technology to deliver a modern buyer experience that is collaborative, seamless, and hassle-free.
Compass Collections
With Compass Collections I can curate a group of listings based on your personal preferences in a visual workspace. There, you can compare multiple properties, monitor market activity in real time, stay in constant contact with me, and invite collaborators to join in on the discussion - all in one central place
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Compass CMA
OLDHAM GROUP
PRE-MARKET YOUR HOME BY LISTING AS A COMPASS PRIVATE EXCLUSIVE
Private Exclusives allow you to pre-market your upcoming home sale and give buyers an opportunity to prepare to make a competitive offer. These off-market listings are only visible to Compass agents and their qualified clients. They don’t accumulate days on market, show price history, or appear on public home search websites
THE BENEFITS OF A PRE-MARKETING STRATEGY
Generate Buzz
Build anticipation and demand for your home before it officially hits the market Just like a movie trailer, this pre-marketing strategy helps create urgency and interest from buyers.
Test the Market
Avoid the negative impact from accumulating days on market and public price drops Listing as a Private Exclusive gives you feedback from buyers on your ideal price and positioning.
Maintain Your Privacy
Your privacy is valuable. Private Exclusives is a discreet service that ensures photos and floorplans of your home are not visible on public home search websites.
GET AHEAD WITH THE COMPASS ADVANTAGE
Investing Billions in Tech to Find Your Next Home
You deserve an agent who has the world’s best real estate technology keeping them one step ahead. That’s why I chose Compass, a forwardthinking brokerage where the technology of the future is changing outcomes today. Not only has Compass invested over $1.5B dollars in tech over a 10-year period1, but we continue to spend more than $100M annually on research and development2 to help our agents make buying easier for you.
Buying successfully isn’t just about what you know, but who you know. When it comes to your next home purchase, Compass has a strong, connected network. In 2023, 17.5% of Compass transactions resulted directly from referrals t C d t ti th bilit f t t h l li t i t
OUR DYNAMIC & EXCLUSIVE PROGRAMS
EXCLUSIVE ZILLOW SHOWCASE LISTING
BUY BEFORE YOU SELL
CASH OFFER
BUYING AND SELLING IN A COMPETITIVE MARKET?
