50 Things Jeff Will Do As Your Agent to Ensure A Successful Transaction

1. We will meet for a buyer consultation.
2. Collect market data and recent comparables in neighborhoods you’re interested in.
3. We will complete a buyer questionnaire to understand your needs and objectives.
4. If necessary, I will research off-market opportunities for you to find additional suitable inventory.
5. Create a ‘Collection’ so you’re aware of listings that fit your criteria.
6. Align on the best communication plan throughout the entire process.
7. Select properties to show you based on your criteria.
8. Pull market trend data to understand what’s happening within the broader region.
9. Coordinate showing appointments to gain access to desired listings.
10. Learn relevant details and attributes of the properties shown, including number of bedrooms, bathrooms, square footage, acreage, etc.
11. Attend broker tours to view other available properties on the market.
12. Stay connected to local buyers, sellers, and other agents to maintain a constant view of what drives the market.
13. Encourage you to reach out to a lender for pre-approval and provide recommended lenders (at least 3) if requested.
14. Reach out to agents with similar listings to understand traffic and buyer demand.
15. Provide objective advice and help you evaluate the pros and cons of different properties.
16. Prepare a Comparative Market Analysis (CMA).
17. Understand the current condition of the property for negotiation purposes with the assistance of experts.
18. Advise you on potential offer strategies that reflect current market conditions.
19. Help you obtain HOA documents if needed.
20. Review all transaction documents with you in advance of writing any offer.
21. Review all forms in the disclosure package.
22. Coordinate additional access to the property, if necessary.
23. Join you while you meet with experts about desired improvements including landscaping, painting, fixture updates, minor and major renovations, etc.
24. If requested, recommend at least three vendors to you on your specific request.
25. Maintain consistent communication to provide market updates.
26. Monitor any changes in the market to refine offer strategy and make needed updates (revising price, terms, etc.) accordingly.
27. Explain the offer process, timeline, and recommended preparation.
28. Align on offer strategy and prepare the offer on your behalf.
29. Notify the listing agent you are submitting an offer.
30. Advise and strategize with you on counteroffer response.
31. Negotiate terms as needed with the listing broker and seller in writing
32. Notify you when terms are agreed upon.
33. Assist with the review of the final contract, disclosures, pre-qualification letter, and wiring instructions, if applicable.
34. Coordinate the signing of the final agreement.
35. Facilitate deposit of earnest money and down payments.
36. Create and execute closing timeline and transaction review.
37. Stay in close contact with all relevant parties through next steps.
38. Share estimated timeline and all documents with client and Attorney(s), if applicable.
39. Coordinate and confirm inspection.
40. Coordinate and confirm appraisal has been received.
41. Confirm loan approval has been received.
42. Coordinate final walk-through and address issues that may arise by communicating with the seller's agent.
43. Remind you to order home warranty (if applicable).
44. Remind you to order homeowners insurance and set up utilities.
45. Request final closing figures from the closing agent (attorney or title company).
46. Advise you to carefully review closing figures with settlement service provider.
47. Facilitate closing for you and the seller.
48. Confirm recording of deed, if applicable.
49. Transfer of keys and property access.
50. Welcome you to your new home!

My goal is to provide you with the most personalized service that is designed to help you buy your dream home.

Featured Properties

For Sale
For Lease
Sold
759 Middlefield Rd
Sold
$5,675,000
759 Middlefield Road, Palo Alto, CA 94301
13 Beds 12 Baths 6,121 Sq.Ft.
100 Costa Rica Avenue
Sold
$3,600,000
100 Costa Rica AVE, BURLINGAME, CA 94010
3 Beds 2 Baths 1,780 Sq.Ft.
1829 Loyola Drive
Sold
$3,450,000
1829 Loyola DR, BURLINGAME, CA 94010
5 Beds 4.5 Baths 3,722 Sq.Ft.
11064 Broadway Ter
Sold
$3,360,000
11064 Broadway Terrace, Oakland, CA 94611
4 Beds 4.5 Baths 4,825 Sq.Ft.
6 Misty Harbor Court
Sold
$3,100,000
6 Misty Harbor CT, PACIFICA, CA 94044
5 Beds 4 Baths 3,386 Sq.Ft.
2770 Ohio Avenue
Sold
$2,302,500
2770 Ohio AVE, REDWOOD CITY, CA 94061
3 Beds 3 Baths 1,763 Sq.Ft.
2156 Trousdale Dr
Sold
$2,260,000
2156 Trousdale Drive, Burlingame, CA 94010
3 Beds 2 Baths 1,520 Sq.Ft.
2 Hinton Ranch RD
Active Under Contract
$2,250,000
2 Hinton Ranch RD, Pacifica, CA 94044
5 Beds 3 Baths 3,350 Sq.Ft.
1800 Castenada Dr
Sold
$2,125,000
1800 Castenada Drive, Burlingame, CA 94010
4 Beds 3 Baths 2,648 Sq.Ft.
225 28th Avenue
Sold
$2,103,000
225 28th Avenue, SAN MATEO, CA 94403
3 Beds 3 Baths 1,965 Sq.Ft.
6 Misty Harbor Ct
Sold
$2,100,000
6 Misty Harbor Court, Pacifica, CA 94044
5 Beds 4 Baths 3,386 Sq.Ft.
732 Neuchatel Avenue
Sold
$2,100,000
732 Neuchatel AVE, BURLINGAME, CA 94010
2 Beds 2 Baths 1,252 Sq.Ft.
2121 Gossamer Ave
Sold
$2,045,000
2121 Gossamer Avenue, Redwood City, CA 94065
4 Beds 2.5 Baths 2,694 Sq.Ft.
36 14th Avenue
Sold
$1,700,000
36 14th AVE, SAN MATEO, CA 94402
4 Beds 2 Baths 1,720 Sq.Ft.
115 Cypress Street
Sold
$1,671,000
115 Cypress ST, PACIFICA, CA 94044
4 Beds 2.5 Baths 2,239 Sq.Ft.
31 Avalon Drive
Sold
$1,610,000
31 Avalon DR, DALY CITY, CA 94015
3 Beds 1.5 Baths 1,519 Sq.Ft.
3432 Bay Road
Sold
$1,520,000
3432 Bay RD, REDWOOD CITY, CA 94063
3 Beds 2 Baths 1,340 Sq.Ft.
1013 Rainier Avenue
Sold
$1,450,000
1013 Rainier AVE, PACIFICA, CA 94044
3 Beds 2.5 Baths 1,795 Sq.Ft.
1624 Vista Del Sol
Sold
$1,365,000
1624 Vista Del Sol, SAN MATEO, CA 94404
3 Beds 2 Baths 1,280 Sq.Ft.
178 Catalina Avenue
Sold
$1,180,000
178 Catalina Avenue, PACIFICA, CA 94044
3 Beds 1 Bath 1,060 Sq.Ft.
540 Shorebird Circle Unit: 21106
Sold
$1,160,000
540 Shorebird CIR 21106, REDWOOD CITY, CA 94065
2 Beds 2 Baths 1,413 Sq.Ft.
270 Beachview Avenue Unit: 11
Sold
$1,150,000
270 Beachview Avenue Unit: 11, PACIFICA, CA 94044
2 Beds 2.5 Baths 1,440 Sq.Ft.
494 Chestnut Avenue
Sold
$1,130,000
494 Chestnut Avenue, SAN BRUNO, CA 94066
2 Beds 1 Bath 980 Sq.Ft.
880 Meridian Bay Lane Unit: 307
Sold
$1,050,000
880 Meridian Bay LN 307, FOSTER CITY, CA 94404
2 Beds 2 Baths 1,350 Sq.Ft.
4671 Albany Circle Unit: 151
Sold
$800,000
4671 Albany CIR 151, SAN JOSE, CA 95129
2 Beds 2 Baths 1,148 Sq.Ft.
6212 Admiralty Lane
Sold
$750,000
6212 Admiralty LN, FOSTER CITY, CA 94404
2 Beds 1.5 Baths 998 Sq.Ft.
815 Sea Spray Lane Unit: 217
Sold
$640,000
815 Sea Spray LN 217, FOSTER CITY, CA 94404
1 Bed 1 Bath 1,053 Sq.Ft.