At Envision Advisors, we’ve put together a highly skilled team and developed a specific process to better serve our investor clients. From the moment you reach out to us, you can be confident that you are taking a significant first step toward building your dream portfolio. Each individual on our team and our process will guide you along that journey.

The traditional real estate agent model is out-dated and inefficient. It is impossible for one person to be an expert at every step of the process. Our organizational structure has everyone on our team working in their specific wheelhouse. Rather than one person, you have a firm of talented people working on your behalf.

From the agents that are involved in your first call with us to our contract specialist and our lender partners, everyone is working efficiently and effectively within their sphere of expertise to move you toward your goal of buying your first (or fifteenth) investment property.

RoadMap of our Investor Friendly Realtor Process

Discovery Call

This is a short exploratory phone call to introduce yourself and your goals.  We want to get to know you, learn what your investing situation is and how we may be able to work together.

Strategy Preparation

This is your homework before the investment strategy consultation. It typically includes answering a few questions around your finances and goals and reviewing educational materials. This prep work leads to a productive investment strategy consultation. 

Investment Strategy Consultation

You and the team will sit down to discuss your goals, answer your questions, and clarify your long-term investing strategy. You’ll walk away with a clear action plan.

Onboarding Process

The rubber meets the road in our onboarding process since we’re going from strategy to walking properties. Our onboarding process typically focuses on:

• Establish a relationship with a lender and getting a preapproval (or a proof of funds if you’re using cash).
• Establishing our working relationship. 
• There is no better way to learn the market than by analyzing and walking properties. Our team will help you learn how to underwrite properties and what to look for when walking properties.

As we walk and analyze properties, you’ll hit a tipping point that makes you feel confident and clarifies the type of property, location and desired return.

Find an Investment Property

At this point, you and our team are dialed in and on the same page. It’s time to start the hunt! We’ll keep analyzing and walking properties until we find one that passes the “sniff test.” You’ll never have all the facts and details on a property before submitting an offer to buy it. We focus on making sure properties pass our “sniff test.” If it does, we put an offer in and hopefully get it under contract.

Under Contract

The due diligence phase of the contract is where we’ll help you peel back the onion to get as many details about the property as possible. As we gather all the information, we’ll do a final underwriting of the property to make sure it’s the right fit for you.

Closing

Congratulations when you make it to the closing table! We try to provide closing gifts that are useful. Don’t expect a bottle of wine and a cute cutting board from us. Rather, you can expect a lease (standard or room-by-room) drafted by our lawyer if you’re self-managing. If you’re house hacking, we’ll connect you with our house hacking coach who can help you set up your house hack and get it rented. We’ll also sit down and do a portfolio analysis with you as well which is the ultimate closing gift!

Portfolio Analysis

During your first portfolio analysis meeting, our team will start building out your real estate portfolio spreadsheet. This is our custom built spreadsheet designed to start tracking the performance of your properties and your journey for achieving your long term cash flow goal. Plus a whole lot more!

To Sum It Up

Our process has been carefully developed and perfected to maximize success for our clients. We have found that by following these steps, our clients can successfully transition from passive learner to active real estate investor.

For a detailed discussion of what is involved in each of these steps, listen to the podcast (below).

If you would like to take the first step toward achieving your real estate financial goals, schedule a Discovery Call with us today!

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