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Contents. 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
3. 3
Welcome.
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’
4. 4
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, UT
Tracie K. Kersten: B.A. Asian Studies, San Diego State University, San Diego, CA
ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’
6. 6
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’
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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’
9. 9
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’
10. 10
Demand.
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’
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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’
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Pre-Listing Process
Client Package
1. Competitive market analysis
2. Tax records
3. Listing agreement
Listing Process
Pre-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’
14. 14
Pre-Escrow Process
1. Order title
2. Order zone report
3. Order appraisal
4. Order escrow
Escrow Process
5. 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 Process
26. 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
SO
LD
ProFund Real Estate, Inc. | www.LaJollaAgent.com | ‘Your Coastal Luxury Specialists’
16. 16
Online&SocialMedia
Presence. 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’
18. 18
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 Consultation
Please 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’
19. 19
Staging Tips
The 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’