WELCOME packet I704-231-6024| augustmaier@kw.com | augustmaier.com August Maier
N E W C L I E N T
C O N T E N T About Me What to Expect Timeline FAQ Checklist Reviews Client Resources Notes What I Will Need What's Next 04 05 06 08 09 10 11 12 13 14
NICE TO MEET YOU! tanyellenc screaltor/ facebook.com/august tanyelle
I am a driven “goal-getter” who combines her NYC upbringing, military service, and nursing background to build relationships centered around service, dedication, and unwavering tenacity on behalf of my clients Whether you are a buyer or seller, I take great pride in understanding what your personal goals are and paves the way for you to achieve success
Dedicated to professional development and servicing my clients with best-in-class practices and competitive knowledge, I am accredited as a Real Estate Negotiation Expert, Pricing Strategy Advisor, and Military Relocation Professional I also hold the designation of Certified Luxury Home Marketing Specialist for the knowledge and sale of high-tier homes
I am so exited to work together!
augustmaier.com
AugustMaier I704-231-6024 augustmaier@kw com @https://www.instagram.com/augu st
I will offer you different mortgage broker options who will be able to get your pre-approval started so that you can start shopping for a home with confidence!
WHAT TO EXPECT
Maintaining good communication with all parties involved in a real estate transaction makes the process smoother and faster As an agent, I coordinate different players to achieve a successful transaction.
Help with Financing & Closing Cost Preparation
from me as your Real Estate Agent
Help Looking for Properties & Booking Showings
1 2 3 4August Maier | New Client Welcome Packet
I have a system in place to help you find property easily and quickly. I will be helping you look for properties, find new listings, notify you of price adjustments, and provide you with information of what is going on in the market,
Disclosure & Honesty
Frequently Communication
I always follow the code of ethics and standards of practice I believe in full disclosure, so you are welcome to ask for the contact information from my past clients that I have represented.
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CONGRATULATIONS You are Mortgage Approved
Sign the Loyalty Agreement aka Buyer Agency Agreement
We will begin with a quick phone consultation to assess your needs Click Here to book yours today. If you have already scheduled, I will talk to you soon In this welcome packet you can fill out the Buyer's Questionnaire
I will refer you to a mortgage servicer. Before you even begin your house hunting, you want to be in a great position to make an offer as soon as you see a home you love.
TIMELINE
Mortgage Approval
Now it's time for us to have an indepth conversation about the buying process. What your goals are? Areas of interest and come up with a negotiating strategy This can be via zoom or in person
August Maier | New Client Welcome Packet
Buyer Consultation
In order for me to negotiate on your behalf I will require a signed Agency Agreement. This agreement will entitle me to a service fee.
We will immediately begin home shopping to find you the perfect home Home Shopping
Once your offer is accepted and the purchase contract is signed, the next step is to schedule your inspection right away. During the due diligence period you want to inspect everything you deem necessary for you to continue moving forward with your purchase During this time, you can walk away for any reason
Offer and Acceptance
Once you find a home you love, it’s time to make an offer We will decide how much due diligence and earnest money per house. I will help you negotiate if the seller makes a counteroffer
The mortgage company will want to do their own assessment to protect the mortgage investment they are making
Mortgage Appraisal
August Maier | New Client Welcome Packet
The big day has arrived! You’ll do a final walkthrough the evening before or morning of closing and move through the final closing
TIMELINE
Due Diligence Period
Once the appraisal is done, the lender will finish their paperwork and finalize the mortgage. A soft credit pull will be performed before closing.
Financing Review
Closing Day
Q1. Can you help me find a mortgage lender?
Yes! I partner with dozens of mortgage lenders nationwide who offer loan options for all types of buyers and purchases
Q3. Should I talk with a bank before looking at homes?
There is no “correct” answer to this question There are pro ’ s and con ’ s to buying a home before selling your current home and the same can be said about selling your current home before buying another.
FAQS
Q2. Can you help me sell and buy at the same time?
FAQS
Yes! There are tons of reasons why you should talk with a bank and get preapproved before looking at homes First and foremost, talking with a bank before looking at homes can help you understand exactly how much you can afford.
Q4. I own a home, should I buy another before selling my current home?
Absolutely! I have solid track records representing both sellers and buyers.
A list of current assets and liabilities
Sale of an existing property
Address for the last couple of years
List of all current loans
Alimony or child support documents
Gift Letter
The property’s full address
And maybe more depending on your situation
MORTGAGE DOCUMENTS
Additional income sources (if any)
Previous employment (if required)
Current employment and income
Bank Statements for the last 60 days
CHECKLIST:
This Mortgage Documents Required Checklist will help you ensure that you have all the documentation required for the mortgage approval process And don't worry if you don't have all the documents, you can still complete the application and upload document later
Savings or investments statement (last 90 days)
A copy of the accepted purchase and sale agreement
WHAT OUR CLIENTS ARE SAYING
Your Name | New Client Welcome Packet
The Thomas's
The Burke's
Ms Maier was very informative and keen on follow-ups which my family and I found to be vital during this home purchasing process August was extremely knowledgeable about the market our needs and what would work in our best interest according to our profile What made August most exceptional was her diligence, patience and dedicated willingness to find that particular home that met all our needs August is certainly someone I would recommend to anyone who is seeking to purchase a new home My family and I are extremely satisfied with our decision in choosing August as our realtor and absolutely love our new home and community
AugustMaierisaphenomenalRealtor.Herexpertiseisbeyond measure.Sheispatient,superhelpfulandmadethishomebuying processincrediblystressfreeandeasy.SheistheBESTrealtorwecould havehopedfor. TheBurden's
There is honestly not one bad thing I can say about August She was very responsive from start to finish and even after closing she still responds promptly to any questions we ask her She made sure we felt confident in every decision and provided us with all the essential knowledge we needed in the decision process She went above and beyond any expectation I had for an agent In today’s market we were scared and nervous for our purchase adventure but August max this experience fun and a whole lot less stressful We could not have done it without her We were moving states and had to do a lot of showings via FaceTime She was honest about the conditions of the homes and pointed out any little flaw she saw She’s great at what she does and she looks out for your best interest I will recommend her over and over again
Buyer's Questionnaire
Keeps you up to date on terminology used in real estate and your transaction Real Estate Glossary
Checklist to make sure you are on the right path when purchasing your new construction. New Construction Checklist
A small description about your resource goes here A small description about your resource goes here.
This questionnaire allows you to tell me all your needs and wants so we are on the same page when it's time for you ro home shop.
R E S O U R C E S ACCESS NOW ACCESS NOW ACCESS NOW ACCESS NOW C L I E N
10 Commandments of Home Buying
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A website dedicated only to New Construction Homes Privately view new construction communities. New Construction Website
This guide will get you acquainted with our Carlotte Region From schools to things to do it's packed with information. Relocation Guide
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Home Buyer's Guide
Search for homes on the go It's GPS enabled so once open you'll have access to home near you. Sync to our MLS every 15 minutes.
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R E S O U R C E S ACCESS NOW ACCESS NOW ACCESS NOW ACCESS NOW C L I E N
Home Finder App
NOTES
It takes a staggering amount of paperwork to buy a house. From copies of tax forms to income verification, your head might be swimming keeping track of it all, but don't worry! As of today, I would like you to make a home buying folder and keep all important documents there. I'll also keep track of important documents.
What I will need from you
Pre-approval letter Completed Buyer's Questionnaire To help serve you better, please provide the following documents:
Your Name | New Client Welcome Packet
WHAT'S NEXT? I704-231-6024 augustmaier@kw.com @augustm ncscrealtor facebook.com/august tanyelle
Send me a copy of your preapproval once received. I'll receive a copy of the questionnaire once completed
AugustMaier
Fill out the Buyer Questionnaire by clicking on the link in the previous pages. If you need my help or any advice, please do not hesitate to contact me any time! Access Buyer's Questionnaire HERE
We are ready to start looking for your Dream Home!
