Step-by-step buying guide
The road map: ten steps from first conversation to first day.
Buying a Silicon Valley home is one of the largest financial decisions of your life — and for first-time buyers, every step can feel new. Here is the full process in order: what happens at each stage, and how Simon guides you through it. This is the unique part of working with Simon: you always know the next step before you need it.
Step 1
The buyer consultation
A one-on-one conversation where Simon learns exactly what you are looking for — neighborhoods, schools, commute, must-haves, price range — and documents it in careful notes. You leave with written search criteria you both sign off on.
Step 2
Financing and pre-approval
Connect with a trusted lender and get fully underwritten — not just pre-qualified. In Silicon Valley, a rock-solid pre-approval is what lets your offer compete with cash.
Step 3
Neighborhood education
Street-by-street briefings on the areas that fit your criteria: values, school boundaries, commute realities, future plans. You learn the neighborhoods before you tour a single home.
Step 4
The focused search
The team tracks public inventory plus private agent networks for coming-soon and off-market homes matched to your criteria. You tour fewer, better homes — only in your areas and price range.
Step 5
Touring and evaluating
Walk homes with a trained eye: condition, layout, light, lot, noise, and what the disclosures reveal. Simon tells you what a home is worth before you decide what it is worth to you.
Step 6
The offer strategy
Price from micro-market comps, terms tuned to the seller’s priorities, contingencies kept only where they protect you. Every offer is engineered — priced, structured and presented to win.
Step 7
Negotiation
Counters, multiple-offer rounds, appraisal gaps, backup positions — negotiated from data and leverage. Simon keeps you ahead of every deadline and every competing buyer.
Step 8
Escrow: inspections and appraisal
Home inspections, appraisal, loan conditions and title — managed daily by the transaction team. Issues become renegotiations, not deal-breakers.
Step 9
Closing day
Final walkthrough, signing, funding and recording. The transaction manager tracks every document and dollar to the moment the keys are yours.
Step 10
Move-in and the first day
Movers, cleaners and vendors coordinated around closing; utilities and school enrollment guided; the vendor network and annual valuations stay with you for years after.