Tate Investments Team

407-566-8265 - Office
407-566-9786 - Fax
Info@TateInvestments.com




Our Strategy:

Sometimes it is the most simple concepts that we, as business professionals, make complex.

"Make people feel valued" suddenly calls for a formal recognition program.
"Treat people with respect" becomes a 10-step process for acknowledging clients.
"Provide great client service" turns into a major corporate initiative.

With the Tate Investments Team, our objective is service and simplification. We take the complexity of buying or selling real estate and make it simple for you. And we do it…well, simply.

We begin by forging a relationship. The more we get to know you, the better we can serve you.Serve you.Not "help" you, not "work with" you, but serve you. This, at its core, is where we derive the greatest satisfaction and what ultimately makes the process of purchasing or selling real estate a thrill. (And besides, for us, what fun is operating a business when you can't build solid relationships with great people as an additional outcome?)

Beyond relationships and serving you, we get results.Good ones. Great ones, in fact. Not with simple concepts made complex. Instead, we keep our simple processes simple…but we remain true to them. We execute them flawlessly. We work each step of the process relentlessly. We tire ourselves doing it right the first time. We delight in serving you.

Here's a glance (for simplicity's sake) at our approach to helping you buy or sell:

Sell:

Identify Needs

  • What's driving you to sell?
  • What is your timeline?

Determine Price

  • What are the market trends and recent solds?
  • Individual attributes of your home/property?

Prepare Property

  • Recommend repairs & improvements (we also have all the contacts)
  • Assist with staging strategies

Marketing

  • We've got a strategy that will tell the world about your property!

Communication

  • Updating you on all efforts and activity
  • Promptly returning all calls and emails

Offers & Negotiation

  • Serve as your thinking partner, evaluate offers, negotiate counteroffers

Sell!

  • That is what you hired us to do, right?

Prepare to Close

  • We will stay on top of all the little details to take the accepted contract to close

Close

  • Work alongside you, we will review all closing documents and complete the transaction

After the Close

  • Assist with coordinating your move
  • Locate a Realtor for you if moving to a new city

Ongoing

  • Let's keep in touch…We'll want to hear how you are and be there for you or your friends should you ever need any other real estate assistance.

Buy:

Identify Needs

  • Your wants and needs?
  • Your vision of an ideal purchase?
  • Your timeline?

Financing

  • We're blessed to work with amazing partners who can assist with pre-qualification & pre-approval AND who are competitive with rates
  • We'll help you get an overall financing plan

Location

  • We'll arm you with information and facts to help you choose the best backdrop for your home or business

Home/Business Search

  • We'll do all the work for you and help you narrow your list of options
  • We'll escort you to only those that fit your discerning taste

Offers & Negotiation

  • Serve as your thinking partner
  • Simplify terms & conditions
  • Negotiate on your behalf

Prepare to Move

  • Help you identify repairs & improvements and identify respected people in the community to help get your property ready
  • Supervise projects

Prepare to Close

  • Anticipate last-minute hiccups and remedy beforehand

Close

  • Work alongside you…

After the Close

  • Assist with coordinating your move
  • Follow up on any post-close issues

Ongoing

  • Let's keep in touch…We'll want to hear how you are and be there for you or your friends should you ever need any other real estate assistance.

While many of these steps seem obvious, the manner and approach in which deliver on these steps is what makes working with the Tate Investments Team so great!

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