Targeting

Targeting Real Estate Goals?

TARGETING SPECIFIC REAL ESTATE GOALS?

Let us help you hit your target.

If you are looking to hit your real estate goals in 2017, below you will find 4 tools that can help get you started.

  1. SALES SNAPSHOT REPORT
    1. Find out the latest activity in your farm
      area. Get the turn-over-ratio, owner vs
      renter ratio, avg. price per square
      footage & more!
  2. UPDATED FARM PACKAGE
    1. Now that we have our farm area stats
      it’s time to order an updated farm
      package. Get it in PDF, CSV, mailing
      labels, or all three.
  3. PACIFIC COAST INSTANT PROFILE
    1. If door-knocking is part of your marketing
      plan then our walking farm app is the
      perfect tool. Draw your walking order,
      make notes, classify leads & more!
  4. * PACIFIC COAST AGENT 3.0 LITE
    1. Our app makes number crunching a
      breeze. Quote buyer estimates, send
      sellers netsheets, and market on social
      media all from our app.

Have a question about one of these tools?
Let’s setup a meeting today.

OpenHouseTool

Open House? | Our App Helps

Our Pacific Coast Agent 3.0 app ( Lite & *Pro ) is the ultimate tool for helping
you educate potential buyers during your open house.

Here are a few things you can do:

Generate Estimates

Easily generate a buyers estimate that includes payment information, closing cost information, property pictures, your info & more.

Marketing Material

Choose from a plethora of marketing pieces which can be customized. Need a flyer about the benefits of buying? Our app has you covered.

Capture Info

Buyer estimates, marketing pieces, and seller netsheets can be sent via email or text
message. This allows you to capture your prospective buyers contact info.

Our Pacific Coast Agent 3.0 is available for you Iphone, Android, PC, or Mac.

* The pro version includes the marketing center. The pro
version must be purchased.

PerfectFarmPackage

Ordering Your Perfect Farm

HOW TO ORDER YOUR PERFECT FARM PACKAGE

Ready to start farming? If you are having trouble finding a way to get started don’t worry, we have your back.  We have created this handy 4-step guide to help you order your  perfect farm package.

Location

Location is the starting point for all real estate farming efforts. Below are a few popular choices that many agents use when selecting a location.

  • City
  • Zipcode
  • Tract
  • Radius

Property Type

Property type is the second most important piece needed. Below you will find some of the most common property types agents target.

  • Single Family Residences
  • Units 2-4
  • Apartments
  • Condos

ADDITIONAL CRITERIA

Additional criteria is what can help you drill down and get the best results. Below you will find additional search criteria that agents use.

  • Sale Date Range
  • Surnames
  • Property Characteristics i.e (Beds, Baths, Sqft.)
  • Owner or Non-Owner Occupied

DELIVERY METHOD

Now that we have decided on all of your other factors the final step is delivery. It can be one
or a combination of the options below:

Electronic

  • CSV
  • PDF
  • Both

Hard Copy

  • 6 Line Booklet
  • 5160 Mailing Labels
insuringlivingtrust

Insuring a Trust? This will help.

In today’s world of busy probate courts and exorbitant death taxes, the living trust has become a common manner of holding title to real property. The following may help you understand a few of the requirements of the title insurance industry if title to property is conveyed to the trustee of a living trust.

What Is A Trust?
An agreement between a trustor and trustee for the trustee to hold title to and administer designated assets of the trustor for the use and benefit of one or more beneficiaries.

Can A Trust Itself Acquire And Convey Interest In Real Property?
No. The trust is an arrangement between a trustee and the trustor only. The trustee, on behalf of the trust, may own and convey any interest in real property so long as the trustee acts within the powers granted by the trust to the trustee.

Can The Trustee Give Someone A Power-Of-Attorney?
Only if the trust specially provides for the appointment of an attorney in fact.

What Will The Title Company Require If A Trustee Holds The Title To The Property              Which Is Part Of The Trust?
First, a full copy of the trust and any amendments. Second, a certification that the copy of the trust and amendments (if any) are complete and true copies, and the names of the present trustees of the trust.
My Trust Contains A Certain Amount Of Money To Be Given To Various Charities Which Is None Of Your Business.

Can I Omit These Pages?
Because many provisions may be on the same page, the answer must be no – but the companies may accept a copy of the trust with those amounts blacked out.

If There Is More Than One Trustee, Can Just One Sign?
Maybe. The trust must specifically provide for less than all to sign.

What Will The Title Company Require If All The Trustees Have Died Or                                Are Unwilling To Act?
If the trustor is not able to, or the trust provisions prohibit the trustor from appointing a new trustee, the court must do so.

Who Can Be A Trustee?
Any individual not under a legal disability or a corporation that has qualified to do a trust business in
California.

How Does A Notary Acknowledge The Signature Of The Trustee?
Title is vested in the trustee. Hence, if the trustee is an individual or corporation, then the new general form of acknowledgement will be prepared to reflect the intrinsic nature of the trustee.

How Would The Deed To The Trustee Ordinarily Be Worded To Transfer Title To The
Trustee?
“John Doe and Mary Doe, as trustees of the Doe family trust, under declaration of trust deed dated January 1, 1992.”

Are There Any Limitations On What A Trustee May Do?
Yes, the trustee is limited principally and most importantly by the provisions of the trust and, thus, may only act within the terms of the trust. The probate code contains general powers which, unless limited by the trust agreement, are sufficient for title insurers to rely on for sale, conveyance and refinance purposes.