Licona Team Buyer's Guide

Your Home Buying Journey

With The Licona Team

Who We Are




Our promise is to provide a concierge-level service

to meet all of your real estate needs!




Licona Team Our Mission

The Licona Team was formed in 2005 with the idea of As a team, we deliver a world-class real estate experience
for every single client. We will provide a concierge-level
doing real estate differently. Our mission is for you as
the client to think of the team as a concierge-level, one- approach that stands out amongst others and, most
stop- shop for everything real estate related. We pride importantly, creating a lifetime of relationship.
ourselves on being the market experts and making sure The Licona Team with Compass looks forward to serving
every single aspect of the transaction, from initial you!
conversation to the closing table, goes as smoothly as
possible. We take the word “concierge” to heart so that
each and every client has a wonderful experience in
buying, selling, investing, and/or leasing.









A Note From Our Compass CEO, Robert Reffkin

“Raia and I want to celebrate all of the agents that contributed to Compass being named #1 independent brokerage by sales
volume by the WSJ / Real Trends report, a ranking of real estate brokerages in the U.S. Last year, our agents did the unthinkable
and doubled Compass’ 2018 sales volume, helping 111,976 buyers, sellers and renters find their place in the world. If this team can
create these kinds of results within just seven years, I know we can get through anything.”















Licona Team is a real estate team affiliated with Compass. Compass is a license real estate broker and abides by all applicable equal housing opportunity laws. All material presented herein is intended
for informational purposes only. Information is compiled from sources deemed reliable but is subject to errors, omissions, changes in price, condition, sale, or withdrawal without notice. Nothing herein shall
be construed as legal, accounting or other professional advice outside the realm of real estate brokerage.

Meet the Team



We love helping people find their dream home! You’ll find that we’ll be a committed ally to
That’s why we work with each client individually, negotiate on your behalf and have the backing of a
taking time to understand their unique lifestyles, trusted company.
needs and wishes.










Jessica Licona
Chief Executive Officer

Jessica is the visionary of the team and although she will have
oversight on every file, she is primarily out exploring new ways to
take care of our customers at an even higher level, as well as
looking for Coming Soon properties that may fit your needs.
Jessica prides herself on maintaining the Licona Team standards
of “Concierge- level” service to give the customer the ultimate
home-buying experience.









Cody Wickham
Chief Operating Officer

Cody’s job is to communicate and assist the client through
every step of the process. He will be the primary point of
contact from the time of signing the contract all the way to the
closing table —Cody is in charge of the communication and
“getting stuff done”.

Meet the Team











Lisa Beck
Lead Buyer’s Agent

Lisa will be with you every step of the way during the buying
process. She knows the ins and outs of the market and is an
excellent negotiator. Please provide honest feedback and
communication so Lisa knows best how to continue to serve you
throughout the process. Once we are officially under contract,
her primary job is to spearhead any negotiations that need to
take place during the buying process.








Tommy Christianson
Director of Technology

Tommy serves as the team’s IT guru! He ensures we are all up
to date on the latest technology that allows us to stay ahead
of the real estate here in the Austin area as well as
nationwide to give our clients the best chance to ensure their
needs are met!









Jen Mendoza
Administrative Assistant

Jen serves as our behind-the-scenes administrative support. It’s
fair to say she may have the most crucial job on the team which
is keeping everything organized and compliant so that we can
get to the closing table smoothly while ensuring the absolute
best experience as possible!

Our 2019 Stats
























78 $31.2M







Closed Transactions Total Sales
Purchase & Listing Combined












9 $430k 25+





Avg Days on Market Avg Sales Price Leases

How We Give Back




Since our clients have supported us generously, we give back to our community for
every closed transaction. For every closing our clients have with us, we allot $100 $11.4K
donation to the charity of their choosing and give the accumulated donation to all
the charities annually. In 2019, we donated over $11,000 to charities in need. The
Licona Team will continue the tradition of giving back to our local community with Our Total 2019
every transaction in 2020 and beyond. When you choose the Licona Team you are Donations
choosing to give back to your community and it’s our honor to donate on your
behalf.




Austin Dog Rescue

Austin Dog Rescue’s mission is to end the cycle of homeless
animals by saving dogs from Central Texas Shelter that have no
hope of a better life, encouraging our community to spay and
neuter their pets, and providing education and resources to help
pets live a long and healthy life.






Hungry Souls

Hungry Souls is an Austin, TX- based non-profit that provides
meals over the weekend and school breaks to kids who rely on
free and reduced lunches.




Front Steps

Front Steps provides a pathway home for our neighbors
experiencing homelessness by offering emergency shelter,
affordable housing, recuperative medical care, supportive services,
and community awareness.


Darkhorse Lodge


Darkhorse Lodge’s mission is to honor our nation’s heroes by
providing a peaceful atmosphere for combat veterans to enjoy rest,
relaxation and recreation. On Kentucky Lake, veterans will enjoy
area activities and communicate with others who have walked in
their boots all at no cost to our guests.

Your Home Buying


Timeline






1 2 3 4
DISCUSS HOME
FIND A REAL ESTATE AGENT PREFERENCES GET APPROVED HOUSE HUNTING
Contact the Licona Meet with our expert A pre-approval letter will Start home shopping
Team and we will real estate agent to give you and your lender with our agent and find
schedule a buyer discuss the home buying confidence in knowing your dream home.
appointment with you process and current the home that suits your
to discuss your needs. market trends. budget.









5 6 7

OPTION & EARNEST
MAKE AN OFFER MONEY GET A HOME INSPECTION HOME APPRAISAL
Our agent will guide you Option and earnest Order an inspection of
through making the money due within 3 days. the home. Our agent
right offer on your Option money is $100-500 will negotiate any
dream home. and earnest money is necessary repairs.
estimated 1–2% of the sale
price.








9

YOUR HOME IS FUNDED
Sign off on closing
paperwork, exchange
keys, and you’re ready
to move!

Transaction Tracker




To ensure that you are well-guided throughout via email about the next steps and where they
the entire transaction, we have our very own currently are in their home buying journey.
“Licona Transaction Tracker” where our clients
receive notifications

The Loan Process





1. Pre-qualification 2. Obtain 3. Documentation 4. Loan Submission
/Interview Supporting • •
Documents Supporting The loan package is
assembled and
documents come in
submitted to the
• Application interview • Credit report; • Lender checks on underwriter for approval
appraisal on any problems
• Lender obtains all property;
pertinent data, verifications of • Requests for any
information, and starts employment, additional items
gathering important mortgage or rent; are made
supporting assets (funds to close
documentation and reserves) and
preliminary title
report



5. Loan Approval 6. Loan Approval 7. Documents 8. Funding
Submission Are Drawn
• Loan is submitted for • Lender • Lender reviews the loan
• Parties are notified of final approval with documents package
approval balance of remaining are completed
approval conditions & sent to • Funds are transferred by
• Requests are made escrow wire
for any remaining • Loan goes through a
underwriting approval quality control check, • Borrower/s
conditions including final verbal come in for final
verifications of signatures
employment as
needed – and
“clear-to-close” is
issued



9. Recording of
Documents
• Title company records
the deed of trust at
the county recorder's
office

• Escrow is now
officially closed

Moving Checklist






Two Months Prior To Moving Day:
 If you are using a mover, get a few estimates  Arrange to transfer school records.
from moving companies.
 Get your list of contacts needed to get your new home
 If you are moving yourself, get costs from at ready – contact painters, carpenters, plumbers, roofers,
least two truck rental companies. etc., so your home is ready when you arrive. Remember
to change the locks on all the doors in your new home.
 Create a floor plan of our new home.
 Have a garage sale to dispose of unwanted items.
 Take inventory of your household goods and
begin to remove clutter (start with basement,  Donate unwanted clothing or household goods to
attic, garage, and other storage areas). charitable organizations. Obtain receipts showing the
items’ approximate value for possible tax deductions.
 Start a file for all of your moving paperwork
(estimates, receipts, etc.).  Start a log of moving expense receipts (some may be tax
deductible).


Six Weeks Prior To Moving Date:
 Obtain and fill out post office change of address  Clean all closets and drawers.
cards, or do this online.
 Start using up food and cleaning supplies that can’t
 Make arrangements for storage, if necessary. be moved.

 Ask your doctor or health plan provider for
referrals, and obtain all medical records.



Four Weeks Prior To Moving Date:
 Schedule disconnection of all utility services at your  If you are packing yourself, obtain packing materials and
old home, and connection of them at your new start packing items you won’t need after you arrive at
home. Be sure to disconnect the day after you leave your new house.
and connect the day before you arrive. If you have
 Check with your insurance company to see how your
“last month” deposits with services, such as the
telephone company, request your refund. possessions are covered during transit.

 If you are moving yourself, reserve a rental truck.  Collect your important records. Gather personal and
family records, including medical and dental,
veterinary and school records; legal and financial
documents; birth certificates, passports and insurance

documents.











Cont. on next page

Moving Checklist Cont.




Three Weeks Prior To Moving Day:

 Properly dispose of items that cannot be moved, such  If you are moving out of an apartment, arrange for use of
as flammable liquids. the elevator.

 Prepare auto registration for transfer (if moving to  Make child-care arrangements for moving day.
another state).
 Hold your moving sale.

Two Weeks Prior To Moving Date:

 Arrange for disposal of anything not sold at your  Change your address – One week before our move, send
moving sale. change of address cards to everyone who will need to
contact you.
 Return any borrowed items (including library books)
and retrieve any loaned items.  Pick up laundry. Laundry tickets are easy to misplace, so ask
for your things by name and not just by the receipts you have.
 Cancel newspaper delivery.
 Pack a travel kit: Put aside critical items like a checkbook,
 Notify any creditors of your move. credit cards, personal phone book, ID, flashlight, keys, toiletries,
tools, paper plates, cups, towels, travel alarm clock, aspirin,
 Transfer prescriptions and be sure you have an
bandages and games for the kids. Also, pack a suitcase with
adequate supply of medications on hand.
clothing and other personal items.
 Assemble a file folder of information to leave for the
 Clean out club, gym and school lockers; pick up all dry
new owner of your home.
cleaning.

One Day Prior To Moving Date:

 Disconnect and prepare major appliances for the  Obtain cash or traveler’s checks for the trip and to pay the
move. movers.
 Set aside anything that will travel in your car so it will  Confirm arrival time of your moving van/truck.
not be loaded on the truck.
 If moving yourself, dismantle beds and other large
 Pack a box of items that will be needed first at the furniture.
new house. Clearly mark this box “Load Last”.



Moving Day
 If using a mover, be sure someone is at the old house  Read your bill of loading and inventory carefully before
to answer questions. signing. Keep this paperwork in a safe place.

 Note all utility meter readings.





Cont. on next page

Moving Checklist Cont.






Delivery Day:
 Check your belongings carefully and note on the  Supervise unloading and unpacking.
inventory paperwork any damaged items.
 Be prepared to pay your mover with cash, certified check or
 On an interstate move, be prepared to pay the traveler’s checks unless other arrangements have been made
driver before your possessions are unloaded. in advice.



Send Change of Address to:

 Alumni associations

 Attorneys

 Banks (auto loans, checking accounts, credit cards, home equity, mortgage, safe deposit box, savings account, wireless
provider/s)

 Post office

 Driver’s License and other government-issued IDs

 School, friends and family, place of employment, and landlord

Recycle, Deposit &




Haul Options





Deposit/Recycling Haul Away Donate

8227 N Lamar Blvd Austin, TX BUFFALO
HAYS COUNTY: AUSTIN RESOURCE RECOVERY https://www.1800gotjunk.com/us EXCHANGE
RESIDENTIAL RECYCLING _en (512) 480-9922
ALLIED WASTE COLLECTION 2904 Guadalupe St Austin, TX
SERVICES http://www.austintexas.gov/ CHAPARRAL MOVING, INC. https://www.buffaloexchange.com/
(512) 392-9101 department/single-stream- (512) 956-4066
2575 N IH-35, San Marcos, TX recycling 1645 Main St Ste A Buda, TX GOODWILL OF CENTRAL
78666 78610 TEXAS
www.disposal.com CITY OF AUSTIN HOUSEHOLD https://www.chaparralmoving.co (512) 681-3301
HAZARDOUS WASTE DEPOSIT m/ 6505 Burleson Rd Austin, TX
CENTRAL DISPOSAL CENTER (512) 974-4343 https://www.
SERVICES 2514 Business Center Dr JUNK BUSTERS goodwillcentraltexas.org/
(512) 858-1219 Austin, TX 78744 (866) JUNK
1326 W Hwy 290 Dripping http://www.austintexas.gov/dr HAUL SAFE ALLIANCE AT GROVE
Springs, TX 78620 opoff http://www.junkbusters- (512) 267-7233
www.centraldisposal.com usa.com/ 1515 Grove Blvd Austin, TX
CITY OF LAKEWAY SOLID https://www.safeaustin.org/get-
CLAWSON WASTE MGMT CLEAN-IT-FIRST JUNK help/
DISPOSAL (512) (512) 314-7514 REMOVAL (512) 518-4686
746-2000 Residential trash and 5500 Overpass Rd Buda, TX THE SALVATION ARMY
8600 N IH-35 Georgetown, TX recycling collection www.cleanitfirst.com (512) 447-4044
78626 www.clawsondisp.com https://tx- 4216 S Congress Ave Austin,
lakeway.civicplus. COHESION HAULING TX
HAYS COUNTY RECYCLING & com/1370/Bulky-Waste-Service (512) 731-5361 https://centralusa.salvationa
SOLID WASTE 20600 Poppy Hills Trl RR, TX rmy. org/northern/Austin/
DISPOSAL ECO DEPOT TRANSFER https://cohesionhauling.com/
CENTERS (512) 216- STATION SAVERS THRIFT STORES
5235 (512) 263-5265 HUMPBACK (512) 323-0707
20290 FM 150 West, 4001 RR 620 S Bee Cave, TX JUNK (512) 637 5222 Burnet Rd Austin, TX
Driftwood, TX 78619 78738 7779 https://www.savers.com/
https://hayscountytx.com/ https://www.texasdisposal.com/ 8291 Springdale Rd Austin TX
departments/recycling-solid- http://humpbackjunk.com/ ST. VINCENT DE PAUL STORES OF
waste/ TRAVIS COUNTY AUSTIN
LANDFILL JUNK GUYS - JUNK & TRASH (512) 442-5652 / (512) 238-6737
HAYS COUNTY CITIZENS (512) 263-6300 HAULING 1327 S Congress Ave Austin, TX
COLLECTION 9600 FM 812 Austin, TX 78719 (512) 222 4440 818 W Yager Ln Austin, TX
(512) 858-9515 8760 A Research Blvd Austin TX http://www.ssvdp.org/thrift-
20290 FM 150 W at CR WILLIAMSON COUNTY: 6800 W Gate Blvd Ste 132, stores/
162 Driftwood, TX 78619
CITY CEDAR PARK SOLID Austin TX TREASURE CITY
/ 4109 Hidden View Court RR,
SHEFFIELD RECYCLING WASTE SERV. TX THRIFT (512) 524-
(512) 847-2478 (512) 401-5300 https://sites.google.com/view/ 2820
1111 Longhorn Trl http://www.mytexashhw.com/ junk- trash-removal-austin- 2142 E 7th St Austin, TX
Wimberley TX 78676 tx/home Rubbish Works of http://www.treasurecity.org/
CITY OF ROUND ROCK Austin
HAYS COUNTY TRANSFER RECYCLING AND (512) 673-8184 THE VILLAGE THRIFT
STATION HOUSEHOLD HAZARDOUS http://www.rubbishworks.com/ STORE
(512) 847-3504 WASTE DEPOSIT wilco (281) 354-7166
1691 Carney Ln Wimberley, TX (512) 218-5559 25432 Loop 494, Suite A
78676 https://www.roundrocktexas.gov/ YOU CALL I Porter, TX
departments/utilities-and- HAUL (512) 461- https://villagelac.org/facilities
TEXAS DISPOSAL SYSTEMS environmental-services/solid- 7255 /the-village-thrift-shop/
LANDFILL waste-recycling/ 8050 Thaxton Rd Austin, TX
(512) 421-1300 https://www.dumposaurus.com/
3016 FM 1327 Buda, TX 78610 ROUND ROCK E-RECYCLING
(512) 247-8005 BAGSTER
TRAVIS COUNTY: 3920 Gattis School Rd https://www.thebagster.com
Round Rock, TX 78664 /
AUSTIN COMMUNITY
LANDFILL WILLIAMSON COUNTY
(512) 272-4329 RECYCLING CENTER
9900 Giles Rd Austin, TX 78754 (512) 869-7287
www.wmdisposal.com 495 CR 156 Georgetown, TX
78626
*Not affiliated with the county

Vendor List




Mortgage Inspectors
GLEN DAVIS CBO LLC
LEGACY MUTUAL MORTGAGE
Mark Smith, Senior Loan Officer Glen Davis MARTIN & WALLIN LLC
(512) 776-1363 (512) 825-0729 Paul Martin
[email protected] [email protected] (512) 368-4088
www.marksmithmortgage.com http://codeinspector.net/ [email protected]

GUILD MORTGAGE HOMETEAM OF AUSTIN Movers
Dick Dunbar, Loan Originator Jacquie Chenoweth, Manager
8300 N Mopac Expy #125 Austin, TX (512) 635-5037 / (512) 365-8311 ACE RELOCATION
78759 [email protected] Eric Kronebusch
(512) 789-8801 www.hometeam-austin.com (512) 750-9688
[email protected] [email protected]
www.guildmortgage.com TLC INSPECTIONS www.acerelocation.com
(512) 900-2191 / (210) 394-7874
BENCHMARK MORTGAGE [email protected] OLYMPIA MOVING
David McMillan, Branch Manager www.TLCinspectors.com Nick Kent
7200 N. Mopac #260 Austin, TX 78731 (608) 239-2615
(512) 592-5400 / (512) 917-8658 EASY POOLS [email protected]
[email protected] Rick Beaubouef, Pool Inspector www.olympiamoving.com
www.themcmillanteam.com (512) 466-9672
MI-BOX MOVING AND MOBILE STORAGE
Marsha Wiley, Senior Loan Officer FULTS ROOFING COMPANY Mike Windeguth
(512) 592-5432 / (512) 576-1928 Judd Fults (512) 375-6272
[email protected] (512) 633-4143 / (512) 383-5133 [email protected]
[email protected] www.GetMIBOX.com
www.fultsroofing.com
Real Estate Attorney Hauling
ABSOLUTE STUCCO & STONE
ADAM LEIBER (512) 784-6603 / (512) 619-5552
(512) 347-1676 [email protected] TERRY VANDERVORT
[email protected] www.absolutestuccostone.com (512) 550-3291
www.ssjmlaw.com/adam-leiber 121 Verna Spur Unit A
MARK GAULT Georgetown, TX 78628

Insurance (512) 532-5637 Plumbing
[email protected]
HEATON BENNETT INSURANCE
Ross Bennett, Vice President Foundation Repair PLUMB SMOOTH PLUMBING
3933 Steck Avenue, Suite B-119 Chris Hilburn
Austin, TX 78759 CROWN LEVELING INC. (512) 799-9550
(512) 354-7176 / (512) 517-7751 Robert Moss
[email protected] (800)-699-4814
www.insureaustin.com [email protected]
www.crownleveling.com
General Contractor
Structural Engineer
TRADEMASTER RESTORATION
Andrew Henderson, GC OSBORNE ENGINEERING
(512) 587-4051 Coby D. Osborne, P.E.
[email protected] (512) 964-6117
www.txtrademaster.com [email protected]

Property Criteria





Below is a chart to help you compare, remember each property you preview, and rank them
from based on your preferences:



Rank

Address:

Price:

Pros: Cons:









Bed: Bath:

Parking:

SQ FT:

Comments:




Rank

Address:

Price:

Pros: Cons:








Bed: Bath:

Parking:

SQ FT:

Comments:

Property Criteria





Below is a chart to help you compare, remember each property you preview, and rank them
from based on your preferences:



Rank

Address:

Price:

Pros: Cons:









Bed: Bath:

Parking:

SQ FT:

Comments:




Rank

Address:

Price:

Pros: Cons:








Bed: Bath:

Parking:

SQ FT:

Comments:

Buyer Contacts





Real Estate Agent Builder / Seller Representative











Lender Title Representative











Insurance Agent Inspector









Other Important Contacts:

(512) 200-3199
[email protected]

2500 Bee Caves Rd Bldg 3, Fl 2 BUYER CRITERIA SHEET
Austin, TX 78746

Austin, TX 78746 Date:


Name(s): Point Person:



Present Address: Birthday / Anniversary:




Cell Phone #: Work #: Email Address:




Mortgage Lender:

Pre-approved? Y N Lender Name:
(If Yes, please answer fields at the right portion) Contact Information:

Pre-approved Up To:
Pre-approval Letter? Y N
Preferred Price Range:

Preferred Monthly Payment:
Down Payment:
Lease Ending Date: Buyer(s) Referred By:


Month-to-month Option? Y N Preferred Mode of Communication:
Phone Text Email
co
Consultation Pre- Look at properties Exclusive Make Obtain Close & move

showings
approval online offer financing in!
WISH LIST
Beds/Baths: Hot buttons:
Parking:
Property Type:
Floor level:
Square ft:
Location:
Schools:
HOA:
Pets:
Unit amenities:
Timing:
Administrative use:
Birthday/Anniv in calendar Thank You card
Add to Compass CRM FB friend
request
Add in Trello as a Buyer ___

Thank You!


We look forward to helping you
find your place in the world!



512.200.3199


liconateam.com


2500 Bee Caves Rd.
Bldg. 3, Ste. 200
Austin, TX 78746