The Client Representation Roadmap
A clear breakdown of statutory milestones, option periods, and closing procedures for Houston buyers and sellers.
Financing Audit & Pre-Approval
Connect with a trusted lender to determine purchase capacity, evaluate loan terms (Conventional, FHA, VA), and calculate true monthly burn including Houston property taxes, hazard insurance, and HOA dues.
Representation Agreement & Strategy
Execute the mandatory TREC Information About Brokerage Services (IABS) and formal Buyer Representation Agreement. Define explicit search criteria, flood zone boundaries, and submarket focus.
Market Analysis & Private Showings
Tour shortlisted properties. Before submitting an offer, your agent prepares a Comparative Market Analysis (CMA) based on hyper-local closed MLS comps to determine offer strength.
Offer Structuring & Escrow Delivery
Draft the standard TREC 1-4 Family Resale contract. Upon seller execution, deliver Earnest Money and the Option Fee to the Title Company within 3 calendar days of the effective date.
Texas Option Period Due Diligence
Conduct an independent home inspection. Utilize the negotiated option period to assess structural systems, request repair amendments, negotiate credit allowances, or terminate if necessary.
Underwriting, Final Walkthrough & Funding
Clear lender underwriting conditions, audit the Closing Disclosure (CD) 3 days prior to closing, inspect the home during the final walkthrough, sign title paperwork, and receive keys upon funding.
Comparative Valuation & Net Sheet
Evaluate neighborhood absorption rates, active competition, and closed comps to define target pricing and calculate estimated net seller proceeds.
Preparation & Documentation Audit
Address high-ROI repairs, declutter living spaces, and compile existing surveys, HOA disclosures, and the Texas Seller's Disclosure Notice.
Cinematic Media Production & Syndication
Produce professional architectural photography, cinematic video walk-throughs, and floor plans. Syndicate across MLS, social channels, and private agent networks.
Offer Vetting & Terms Negotiation
Evaluate incoming offers beyond purchase price: verify proof of funds, cross-reference buyer loan pre-approvals, and negotiate option fees and closing timelines.
Inspection & Appraisal Resolution
Navigate buyer inspection reports, defend home valuation during the lender appraisal, and negotiate repair amendments with legal precision.
Settlement, Signing & Wire Disbursement
Review the final settlement statement, execute deed paperwork with the title company, hand off keys, and receive net proceeds via direct wire.
The Client Representation Roadmap
A clear breakdown of statutory milestones, option periods, and closing procedures for Houston buyers and sellers.
Financing Audit & Pre-Approval
Connect with a trusted lender to determine purchase capacity, evaluate loan terms (Conventional, FHA, VA), and calculate true monthly burn including Houston property taxes, hazard insurance, and HOA dues.
Representation Agreement & Strategy
Execute the mandatory TREC Information About Brokerage Services (IABS) and formal Buyer Representation Agreement. Define explicit search criteria, flood zone boundaries, and submarket focus.
Market Analysis & Private Showings
Tour shortlisted properties. Before submitting an offer, your agent prepares a Comparative Market Analysis (CMA) based on hyper-local closed MLS comps to determine offer strength.
Offer Structuring & Escrow Delivery
Draft the standard TREC 1-4 Family Resale contract. Upon seller execution, deliver Earnest Money and the Option Fee to the Title Company within 3 calendar days of the effective date.
Texas Option Period Due Diligence
Conduct an independent home inspection. Utilize the negotiated option period to assess structural systems, request repair amendments, negotiate credit allowances, or terminate if necessary.
Underwriting, Final Walkthrough & Funding
Clear lender underwriting conditions, audit the Closing Disclosure (CD) 3 days prior to closing, inspect the home during the final walkthrough, sign title paperwork, and receive keys upon funding.
Comparative Valuation & Net Sheet
Evaluate neighborhood absorption rates, active competition, and closed comps to define target pricing and calculate estimated net seller proceeds.
Preparation & Documentation Audit
Address high-ROI repairs, declutter living spaces, and compile existing surveys, HOA disclosures, and the Texas Seller's Disclosure Notice.
Cinematic Media Production & Syndication
Produce professional architectural photography, cinematic video walk-throughs, and floor plans. Syndicate across MLS, social channels, and private agent networks.
Offer Vetting & Terms Negotiation
Evaluate incoming offers beyond purchase price: verify proof of funds, cross-reference buyer loan pre-approvals, and negotiate option fees and closing timelines.
Inspection & Appraisal Resolution
Navigate buyer inspection reports, defend home valuation during the lender appraisal, and negotiate repair amendments with legal precision.
Settlement, Signing & Wire Disbursement
Review the final settlement statement, execute deed paperwork with the title company, hand off keys, and receive net proceeds via direct wire.
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