Our Process
Standard operating procedures for Buying and Selling transactions (Admin Knowledge Base)
Client Journey
What Buyers Experience
1
Get Started
- Book your consultation with Eric
- Share your home wishlist and budget
- Get connected to mortgage pre-approval
2
Explore Properties
- Access your personalized buyer platform
- Receive curated property matches
- Schedule tours at your convenience
- Get market insights for each property
3
Make Your Offer
- Discuss strategy with Eric
- Submit competitive offer
- Navigate negotiations with confidence
4
Secure Your Home
- Complete home inspection
- Meet with your lawyer
- Review all findings and documents
- Do final walkthrough
5
Move In
- Celebrate closing day!
- Receive your keys
- Get local resource recommendations
- Enjoy ongoing support
Service Journey
Eric's Internal Process
1
Discovery & Qualification
- Initial consultation (30-45 min)
- CRM profile creation
- Financial qualification verification
- Buyer criteria documentation
- Set up client portal access
- Assign to buyer platform
2
Property Sourcing & Curation
- Daily MLS monitoring
- AI-powered property matching
- Market analysis preparation
- Showing schedule coordination
- Neighborhood research prep
- Comparable sales data compilation
3
Offer Strategy & Execution
- Comparative market analysis (CMA)
- Offer strategy consultation
- Document preparation
- Submit offer and track response
- Negotiation management
- Contract review and explanation
4
Transaction Management
- Home inspection coordination
- Professional referrals (lawyer, inspector, mortgage broker)
- Inspection review meeting
- Condition removal tracking
- Final walkthrough scheduling
- Close date confirmation
5
Closing & Post-Purchase
- Lawyer coordination
- Final document review
- Key exchange arrangement
- Welcome package delivery
- 30-day follow-up call
- Request testimonial/referrals
- Move to 'past client' nurture sequence