TREG Buyer Take Aways

Page 1

Take Aways BUYING SIMPLIFIED

S M A R T D E N V E R R E A L E S TA T E . C O M


#1 Brokerage in the Country In the process of moving our clients to their better lives, we’re humbly proud of being rated the #1 Brokerage in the Country for Client Experience on Zillow. We’re also top rated on Yelp and Google.

1,400+ Five-Star

550+ Five-Star

580+ Five-Star

Reviews & Counting

Reviews & Counting

Reviews & Counting

Stats That Matter Here are a few stats that we think are important for you, as a buyer, to consider when choosing your Real Estate Advisor - and yup, we consider ourselves Advisors, an elevated version of an “agent”. Why? Because in all honesty, getting your real estate license is not that hard, and we operate in a lifetime advisory relationship, not just for the duration of a transaction. Our services don’t stop at the closing table and we work tirelessly to elevate our standards, expertise and processes to provide our clients with more than they expect and everything they deserve.

15 Years+

600+ Sold

Serving the local real estate market

Properties transacted in the past 12 months (one every 17 hours)

$390+ mil

Top 1% Rated

In sales in the past 12 months

In the US for Client Experience

PRESENTED BY

T H R I V E R E A L E S TAT E G R O U P smartdenverhomesearch.com


Navigating The Market YOUR BUYING JOURNEY All great journeys start with a first step and when you’re buying a home, having a team of experts on your side from that very first step can be a huge asset. From ever-changing market conditions, to financing rules and regulations, to city-specific laws, it pays to work with a qualified REALTOR® up front and early in the piece.

Here’s a brief overview of what that journey looks like. Thrive Advisors live, work and play across the greater Denver area and our goal is to zero in on the right home purchase for you, your lifestyle, needs and budget—and have fun doing it.

1. Engage a Thrive Advisor 2. Select a seasoned mortgage professional 3. Pre-underwrite for a loan 4. Create a needs & wants list 5. Visit properties 6. Understand which aspects will help or hinder later resale 7. Rank the houses you visit 8. Make an offer (and have it accepted) 9. Perform due diligence 10. Finalize financing 11. Move to your better life

S M A R T D E N V E R R E A L E S TA T E . C O M

BUYING SIMPLIFIED | 2


Property Goals It's time to get crystal clear on your property goals. Use these prompts to establish your north star during the process of seeking out and securing your home.

B E D S / B AT H S ?

S Q U A R E F O O TA G E ?

G A R AG E ? (More importantly, what’s in your garage?)

NEED A FLEX/OFFICE SPACE?

W H AT ’ S Y O U R I D E A L T I M E F R A M E ?

W H AT ’ S Y O U R M A X B U D G E T ?

W H AT ’ S Y O U R M O N T H L Y P AY M E N T BUDGET?

H O W L O N G D O Y O U P L A N TO L I V E I N THE HOME FOR?

W H AT N E I G H B O R H O O D ( S ) ?

P R O P E R T Y CO N D I T I O N ? (turnkey, cosmetic updates only, fixer is fine)

STYLE OF HOME

YA R D O R N O YA R D ?

(ranch, historic, modern, condo, townhouse)

URBAN, SUBURBAN, RANCH?

BUYING SIMPLIFIED | 3

A N Y T H I N G E L S E I S H O U L D K N OW ?

S M A R T D E N V E R R E A L E S TA T E . C O M


Pro Tip The 70/20/10 Rule It’s rare to find a house that is 100% perfect - even on a multi-million dollar budget. We’ve found that if you look at any house through the 70/20/10 Rule, you’ll be a lot closer to “the one”.

70%

20%

10%

the amount you

the amount you’d

the amount you

must love about the

be OK to change

must simply be OK

house, as is.

about the house

to live with, as is.

once you move in.

Of course, these ratios may change if you are a die-hard renovator and love “a project”, but 70-20-10 is a good general rule of thumb for most buyers to keep in mind.

S M A R T D E N V E R R E A L E S TA T E . C O M

4 | BUYING SIMPLIFIED


The Typical Buying Process in Colorado As a buyer you have many opportunities during the contract process—which is usually 21 to 30 days—to decide whether or not you want to proceed with the purchase of the property. This is what a typical 30-day contract process looks like. Of course your dates and deadlines may differ, but this gives you an idea.

THRIVE / LENDER

BUYER

01

02

03

Congrats! You’re Under Contract!

- Appraisal ordered - Title work ordered - Disclosures & needs list sent to you

Earnest Money Due

Loan App Due

06

07 - Processor submission & intro call

08

04 - Lender reviews signed disclosures & needs list. - Lender orders transcripts, evidence of insurance

09

12

10 - Inspection Obj/Term

New Loan Terms Deadline

- Title Objection

- Title docs due

11

05

- Insurance Deadline

13

14

Inspection Resolution

15 - Conditional underwriting approval

Title Resolution

16

17

18

Processor submission for closing

Processor call with anything needed to clear conditions

Resubmission to Underwriter for clear to close

Appraisal Objection

Appraisal Resolution

21

22

- Final approval or conditional approval - Closing time schedule

26

27

19

20

23

24

25

- If needed, resubmit back to underwriting for final approval -Confirm closing

- Final loan approval - All RE contracts and disclosures are fully executed

Closing Disclosure from lender for final signature

28

29

30

All lender documents signed & sent to title company

Final walk-through with your Thrive Advisor

Closing Day!

Wire sent to Title Company

BUYING SIMPLIFIED | 5

New Loan Availability Deadline

S M A R T D E N V E R R E A L E S TA T E . C O M


Writing Your Story We love what we do and the clients we get to work with. Whether you’re first-time-buying, upsizing, downsizing, moving into the State or just across the street. We’d love to be part of that journey and part of your Better Life Story.

BECAUSE THESE ARE THE S TO R I E S W O R T H T E L L I N G .

Our Mission W H AT W E D O We simplify and clarify home buying and selling.

Our Vision WHY WE DO IT We move people to their better life.

Our Values H OW W E D O I T We advocate selflessly, execute tightly and live lightly.

BUYING SIMPLIFIED | 6


Resource Roundup If you need to flip to a FAQ or want to dig deeper into Thrive or the buying process, here are a few extra resources.

A BUYER'S AG E N T ?

FIRST TIME BUYER TIPS

R E A L E S TAT E TERMS

THRIVE GIVES BACK

Whether you work

A great list of tips and

Don’t let the lingo

See how your choice in

with a Thrive Advisor

tricks to prepare you

confuse you. We’ve

working with a Thrive

or not, you should

to buy your first

simplified and clarified

Advisor impacts

know everything a

home.

some of the RE jargon

homelessness on a

in this handy glossary.

global scale through

buyer’s agent should do for you on your

our charity partner,

property journey.

New Story.

H OW S T H E MARKET?

U N D E R S TA N D I N G C R E D I T S CO R E S

T H E M O R T G AG E PROCESS

M O R T G AG E C A L C U L ATO R

Get an up-to-date, non

A simplified overview

A quick and

This online calculator

spammy, micro-niched

of credit scores and

easy-to-follow break

will help you estimate

snapshot of the Denver

how they impact your

down of the key

your monthly

market and how it may

lending and buying

components of the

payments, including

impact your property

powers.

mortgage process.

taxes and mortgage

Remember, you’re

insurance.

purchasing decisions.

buying a loan as well as a house.

S M A R T D E N V E R R E A L E S TA T E . C O M


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