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1 ProFund Real Estate Listing Presentation

La Jolla Agent Listing Presentation

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Page 1: La Jolla Agent Listing Presentation

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ProFund Real EstateListing Presentation

Page 2: La Jolla Agent Listing Presentation

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Con

tent

s.Index . p1. Cover

. p2. Contents

. p3. Welcome

. p4. Ryan & Tracie

. p5. Client

. p6. Mission Statement

. p7. Client Goals

. p8. Fair Market Value

. p9. Sales Determinants

. p10. Demand Generation

. p11. Marketing Plan

. p12. Best-Fit Technology

. p13. Listing Calendar

. p14. Escrow Calendar

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Appendices . aA. Promotional Material

. aB. Online & Social Media

. aC. Direct Marketing

. aD. Home Consultation

. aE. Staging Tips

. aF. Staging Report

SOLD

Page 3: La Jolla Agent Listing Presentation

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Wel

com

e.Dear Prospective Client,

Thank you for the potential opportunity to represent you in the

sale of your home. Your home is unique; both as a place that you

have built many memories in and as a significant portfolio asset. We

are respectful of your home and mindful of our responsibility to

maximize it’s value in a timeframe that fits objectively within your

bigger picture goals.

We pride ourselves on our expertise, accessibility, availability,

responsiveness, timeliness and above all our professionalism. Our

goal is to to provide you with a full-service experience that meets

your needs and far exceeds your expectations.

We are absolutely committed to achieving these endeavors

in an exemplary manner. Luxury is your asset, excellence is our forte

and achievement is our passion. We look forward to exceeding

your expectations.

Sincerely yours,

Ryan & Tracie

Ryan P. Mathys, Owner, ProFund Real Estate, Inc.Tracie K. Kersten, Owner, ProFund Real Estate, Inc.

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 4: La Jolla Agent Listing Presentation

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Ryan & Tracie are a power real estate team that understand the current luxury coastal market and look globally at

the investment process. They are brokers who will give you valuable advice and provide the best information possible to help you make the most informed and realistic decision for you and your family.

Ryan Mathys and Tracie Kersten founded ProFund Financial & Real Estate, Inc. in 2004 as a new kind of independent luxury real estate brokerage. With more than 25 years of real estate and financial experience, Ryan and Tracie bring a unique, current and relevant approach to San Diego property buyers, sellers and investors.

Ryan and Tracie remain current by watching bond markets, interest rates, changes in real estate law and inventory projections. They study lender programs, government activity and market behavior. ProFund Real Estate understands that a complete picture is critical to operating effectively. With knowledge comes opportunity and solutions.

At ProFund Real Estate, Ryan and Tracie have chosen to utilize technology to maximize their client solutions. Embracing technological solutions enables Ryan and Tracie to focus their energy on servicing their clients needs and developing lasting relationships. Their unique marketing techniques target tens of thousands using specialized software to search and present opportunities quickly.

Ryan and Tracie work with clients who appreciate valued advice and understand the importance of tax implications, income growth, and solid portfolio financial planning. ProFund Real Estate clients demand exceptional Realtors who are available, systematic, thorough and who provide honest and realistic feedback.

Ryan grew up in Salt Lake City, moved to San Diego in 1998 and never left. Tracie is a rare individual; a San Diego native. They are both active and love living the San Diego lifestyle. They have each run more than 15 marathons and half marathons and spend their days now running after their two little girls, Simone (3 years) and Quinn (3 months).

Ryan P. Mathys: M.B.A., Westminster College, Salt Lake City, UTTracie K. Kersten: B.A. Asian Studies, San Diego State University, San Diego, CA

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 5: La Jolla Agent Listing Presentation

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| Prospective Client|

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 6: La Jolla Agent Listing Presentation

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Mission Statement.We wish for the sale of your home to proceed seamlessly, without issue, where everyone is aware and informed of the current status and your desired outcome is achieved to your absolute satisfaction.

We are aware that to achieve these goals we will be required to commit considerable resources and to carefully navigate many external influences. The exceeding of expectation will be a result of maximizing your homes value which will in turn enhance our reputation.

We will utilize our considerable expertise to evaluate how best to achieve these goals and execute our proven methodology to provide you with a professional service that remains acutely cognizant of your needs, concerns and desires.

. Accurate Pricing

. Portfolio Goals

. Professional Broker

. Demand Strategy

. Marketing Proficiency

. Solution Orientated

. Maximum Price

. Minimum Time

. Smooth Process

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 7: La Jolla Agent Listing Presentation

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1.

2.

3.

4.

5.

Client Goals.Goals

Options

1.

2.

3.

4.

5.

Solutions1.

2.

3.

4.

5.

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 8: La Jolla Agent Listing Presentation

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. Current San Diego Market Report:http://mathys.rereport.com/market_reports

Market Value.

. Competitive Market Analysis| Available upon request |

‘I keep six honest serving-men

(They taught me all I knew);

Their names are What and Why and When

And How and Where and Who.’

Rudyard Kipling

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 9: La Jolla Agent Listing Presentation

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Sales Determinants.Price . Economic Trends . Market Dynamics . Fair Market Value

Location . Geographic Position . Local Amenities . Comparable Sales

Home . Staging . Warranties . Inspections

Terms . Showing . Expenses . Contract Timing & Flexibility

Agent . Knowledge . Experience . Ability & Skill set

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 10: La Jolla Agent Listing Presentation

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Dem

and.

All real estate brokers have accessibility to the following resources to generate demand for your home:

. SANDICOR: San Diego County’s Multiple Listing Service

. REBA Caravan: Real Estate Broker’s Association caravan

. Marketing: Websites, videos, brochures, direct mail, advertisements

At ProFund Real Estate we separate ourselves from the norm in the following critical areas of differentiation:

. Technology: A dominant internet marketing share, presence and exposure

. Buyer Database: Extensive and qualified pre-existing buyer database

. Strategic Planning: Big picture vision, small picture attention to detail

ProFund Real Estate are able to continue to lead the San Diego real estate marketplace through our commitment to our core principles of:

. Communication

. Consultation

. Competency

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 11: La Jolla Agent Listing Presentation

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Marketing Plan.Pre-Marketing

๏ Professional photography๏ Property video๏ Property brochure๏ Customized website

Internet Marketing๏ Syndicate websites๏ Affiliate websites๏ Directory websites๏ Exclusive arrangements

Media Marketing๏ Print impressions๏ Social media ๏ Professional networks๏ Professional affiliations

Direct Marketing๏ Target mailing๏ Geographic mailing๏ Personalized mailing๏ Email campaigns

Target Marketing๏ Buyer database๏ Best fit technology๏ Agent caravan๏ Open House

Your home’s distinctive narrative will be creatively captured and distinctively presented in all of it’s exquisite splendor. Elegant promotional materials will be showcased and a unique web presence produced.Please see Appendix A for examples (include link)

Several exclusive agency relationships exist; Zillow.com, RealEstate.com, Realtor.com Trulia.com, LuxuryHomes.com and HomesConnect.com creating a comprehensive mobile, social and digital solution.Please see Appendix B for a comprehensive list.

Prominent print and social media outlets will also be utilized to present a consistent, comprehensive and limitless representation of your home’s attributes to local, national and international audiences.Please see Appendix C for a comprehensive list.

These hyper-focused solutions are designed and reserved for the warmest of prospects strategically selected for either their qualified buyer status or connectivity capabilities to this essential community.Please see Appendix D for examples.

ProFund’s conviction towards cutting-edge lead generation technology has produced a comprehensive buyer best-fit database. What does this mean? Most likely we already have the perfect buyer for your home. Please continue through this presentation to see a Best-Fit example.

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 12: La Jolla Agent Listing Presentation

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Best-Fit Technology.

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 13: La Jolla Agent Listing Presentation

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Pre-Listing ProcessClient Package 1. Competitive market analysis

2. Tax records

3. Listing agreement

Listing ProcessPre-Marketing

4. Client consultation

5. Sign listing agreement

6. Schedule video and photography

7. Complete seller disclosures

8. Home measurements

9. Home consultation

10. Capture video and photography

11. Verify listing price

12. Submit home to multiple listing service

13. Copy key and secure house on lockbox

14. Install signage and flyer box

15. Schedule termite inspection

16. Schedule home inspection (where necessary)

17. Confirm pre-marketing strategy

Marketing

18. Confirm REBA caravan

19. Email broker feature sheet

20. Publish custom website

21. Upload digital presence

22. ‘Just listed’ neighborhood canvas

23. Distribute flyers to local community

24. Active buyer database e-blast

25. Daily best-fit analysis

26. Deposit home information book

27. Schedule open house

Post-Marketing

28. Review agent feedback

29. Accept and review offers

30. Research buyer with agent

31. Liaise with buyers lender

32. Verify funds

33. Counter-offer (where necessary)

34. Negotiate terms

35. Assist with financing solutions

36. Liaise with agents as necessary

37. Provide weekly client updates

Listing Calendar

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 14: La Jolla Agent Listing Presentation

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Pre-Escrow Process1. Order title

2. Order zone report

3. Order appraisal

4. Order escrow

Escrow Process5. Ensure signatures

6. Forward escrow documents

7. Update MLS to ‘pending’

8. Forward documents to transaction coordinator

9. Verify reports and disclosures

10. Verify earnest money deposits

11. Verify home utilities

12. Schedule buyers inspection

13. Follow up with buyers lender

14. Follow up on buyer reports and disclosures

15. Request for repairs

16. Review escrow and title report

17. Notice to perform (where necessary)

18. Remove contingencies

19. Prepare closing process

20. Finalize closing documents

21. Follow up on funding

22. Final walk through

23. Advise on utilities

24. Review finances and closing statement

25. Close of escrow

Post-Escrow Process26. Contract follow (where necessary)

27. Close of escrow congratulations

28. Update MLS to ‘sold’

29. Forward closing documents CD

30. Deliver gift basket

31. Celebration dinner

Escrow Calendar

SOLD

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 16: La Jolla Agent Listing Presentation

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Onl

ine

& So

cial

Med

ia

Pres

ence.

Appendix B:

Your home will feature on, but not be limited to, the following websites:

• Zillow

• Yahoo Real Estate

• Aol Real Estate

• Trulia

• HGTV Front Door

• Open House

• Home Finder

• Hot Pads

• Realty Trac

• CLR Search

• Vast

• Homes

• Land Watch

• Property Shark

• Home Winks

• Real Estate Central

• Relocation

• Home Tour Connect

• Ocean Homes USA

• House Hunt

• Buyer Home Site

• Freedom Soft

• Learn More Now

• Liquidus

• Gooplex

• Comcast

• Homes by Lender

• Quantum Digital

• Property Pursuit

• Condo Compare

• Tour Factory

• Home 2 Me

• Vertical Brands

• Harmon Homes

• Core Logic

• Realty Store

• eLookyloo

• Real Estate Marketplace

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 17: La Jolla Agent Listing Presentation

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Direct MarketingvFlyer

Just Listed

Appendix C

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 18: La Jolla Agent Listing Presentation

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Why did you purchase particular home?

What will you miss most about your home?

What will you remember the most?

Which room is your favorite? Why?

What features do you like the most?

What are your homes quirks?

What momentous events have occurred during your time here?

What is your fondest memory that took place in your home?

Why is this such a great place to live?

How would you describe the personality of your home?

Home ConsultationPlease share your cherished memories about your home so that we can transcend that vision to all buyers.

Appendix D

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 19: La Jolla Agent Listing Presentation

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Staging TipsThe age old expression ‘you never get a second chance to make a first impression’ certainly applies when it comes to attracting buyers to a for-sale home.

Here are six tips for savvy home sellers:

1. Focus on curb appeal: The outside of your house can be the source of a very good first impression. Keep the grass well-watered and mowed. Have your trees trimmed. Cut back overgrowth. Plant flowers. Store unused items. After dark, turn on your front porch and exterior lighting.

2. De-Clutter: Allow potential buyers to see your home. Remove unused furniture, streamline closets, reduce to one item per surface and absolve yourself of any items you don’t need or use. Store items in your garage or preferably off-site.

3. Aromatize: Place open boxes of baking soda in smell-prone areas to eliminate bad smells. Shampoo carpets, dry-clean drapes, empty trash, bathe pets and freshen litter box’s regularly. Homely fragrances like the smell of baked cookies or fresh baked bread are welcoming and encouraged.

4. Make necessary repairs: Buyers expect everything in their new home to operate safely and properly. Minor maintenance repairs should be taken care of prior to listing your home. These repairs may seem small but left undone they can lead buyers to seriously question your home.

5. Accessorize: Make your home as comfortable and attractive as possible. Illustrate your home’s entertainment factor and provide as much welcoming warmth as possible. Utilize your home’s assets; light a fire, set the dining room table, highlight viewing areas with a wine accompaniment.

6. De-personalize: Review your home with a critical eye. What messages does your home emit? Neutralize extremes. Promote personality. Think welcoming and inviting. Would you want to purchase this home? You must be able to answer this question with a re-sounding Yes.

Appendix E

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 20: La Jolla Agent Listing Presentation

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Staging Report:

Roo

mC

lient

Com

men

tsPr

oFun

d R

ecom

men

datio

ns

Curb

App

eal

Gar

den

/ Yar

d / D

eck

/ Em

blem

ents

Hous

e Ex

terio

r

Hous

e In

terio

r

Entra

nce

/ Mov

ing P

assa

ges

Living

Are

as

Kitc

hen

Mas

ter B

edro

om

Bedr

oom

s

Mas

ter B

athr

oom

Bath

room

s

Floor

s / W

indow

s / S

pace

s / P

rese

ntat

ion

Appendix F

ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’

Page 21: La Jolla Agent Listing Presentation

ProFund Real Estate, Inc.7777 Fay Avenue, Suite G4La Jolla, CA 92037T (858) 405-4004 F (619) 374-2426www.LaJollaAgent.com