Case Study: New home and new Florida family lifestyle

Client Background:

The clients were a family of 4 moving from out of state to be closer to her parents. The move needed to happen quickly as they had already sold their home in Georgia and were staying with her parents. They were ready to have their own space to spread out and for the children to begin making new friends. They are looking for a family-friendly neighborhood with good schools that was close to her parents’ home.

Objectives:

  1. Find a suitable property that meets the family’s needs and preferences.
  2. Ensure the new home is located in a neighborhood with reputable schools and close to her parents.
  3. Educate the clients about the specifics of home ownership in Florida.
  4. Be efficient with the home search process and tours to ensure a home is found as quickly as possible.

Challenges:

  1. Limited familiarity with the new city and its real estate market.
  2. Coordinating the needs of the family as a whole and the wants of the individual family members.
  3. Stress on the family of staying with her parents.

Elizabeth’s Process:

  • Conduct a detailed consultation to understand the family’s requirements, including school preferences, commute considerations, lifestyle and activities as well as financial goals. Provide a comprehensive overview of neighborhoods and school districts in the area to help the family get familiar with the area.
  • Research the results of the home search based on the client’s criteria, pre-view the homes, and confirm school zones in order to generate a list of properties for the clients to consider.
  • Scheduled private showings of the homes the clients selected from the list provided and provide any additional information to assist in their decision-making process.
  • Once a home is selected, establish open communication with the listing agent and guide the clients through the offer process, leveraging local market knowledge to negotiate favorable terms for their new home.
  • Coordinate with inspectors, appraisers, and mortgage lenders to ensure a smooth closing process and reduce stress on the family.

Resolution:

The clients are settled into their new home and their new Florida lifestyle! They were pleased with Elizabeth’s expertise and guidance throughout the process, which helped alleviate the stress of moving to a new state with a short timeline.

By taking the time to actively listen to her clients and building a strong partnership, proactive planning, and local expertise, Elizabeth can facilitate a smooth homebuying process, even when relocating from out of state or under time-sensitive circumstances.