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Compass

891 Beach Street

San Francisco, CA 94109

CA DRE# 01385168

Duncan Wheeler

Phone: (415) 279-5127

Email: [email protected]

Get in Touch



Phase One


Outlining Your Objectives
What is your motivation to buy?
What price range are you considering?
What is your timeline to move?
What are your ideal features and "non-negotiables"?
What are you looking for in a neighborhood?

Planning and Preparation
Discuss objectives and process
Select a lender and begin load approval process
Obtain loan approval letter
Sign exclusive buyer-broker agreement
Research neighborhoods of interest

Understanding the Market
Analysis of active, pending and sold transactions
Review contracts and timelines
Personal timing and seasonal considerations
Market forces; supply v. demand, macro v. micro











Phase Two

Find Your Home
Browse and review online listings
Notification of new and off-market properties
Attend open houses
What are your ideal features and "non-negotiables"?
Select your ideal location and home

Offers and Negotiation Strategies
Learn about the Purchase Contract
Discuss multiple-offer strategies (as needed)
Offer presentation and highlighting buyer strengths
Negotiate to optimize price and terms
Acceptance of offer/counter-offers







Phase Three


Escrow Process
Notify escrow of acceptance and send fully executed contract
Wire initial deposit to escrow per terms of agreement
Notify lender to begin the load and order appraisal
Sign and return opening package of escrow instructions
Contact insurance agent regarding homeowners coverage
Prove escrow with vesting (title) information
Discuss objectives and process


Inspections and Disclosures
Schedule all desired home inspections, including termite report
Review all disclosures and reports
Approve or negotiate repairs based on the inspection reports
Review and approve preliminary tile report
Meet deadlines and remove contractual contingencies
Schedule final walk-through prior to close of escrow



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    My education, skills and experience in real estate will be put to work for you when you decide to use me as your realtor.

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