Carlsbad Relocation Tips – Finding Your REALTOR, Finding Your Community and Finding Your New Home in Carlsbad (Part 5 of a 6-Part Series)

Real Estate Agent with Solutions Real Estate CA DRE #01490977

Good newsThe next post in the series of Carlsbad relocation tips for finding your new home in Carlsbad is about working through the actual transaction from a distance. 

Thus far you have learned how to find your REALTOR (Part 1), read some tips on finding your community or neighborhood (Part 2), learned about finding your home on-line, and then made 1 or more hose hunting trips to actually make the buying decision. 

If you missed these important articles here are the links:

Part 1 - Finding Your REALTOR: Carlsbad Relocation Tips - Finding Your REALTOR, Finding Your Community and Finding Your New Home in Carlsbad 

Part 2 - Finding Your Community:  Carlsbad Relocation Tips - Finding Your REALTOR, Finding Your Community and Finding Your New Home in Carlsbad  

Part 3 - Finding Your New Home: Carlsbad Relocation Tips - Finding Your REALTOR, Finding Your Community and Finding Your New Home in Carlsbad  

Part 4: House Hunting Trip(s):  Carlsbad Relocation Tips - Finding Your REALTOR, Finding Your Community and Finding Your New Home in Carlsbad  

My Blackberry - a tech tool I could not do withoutPerhaps you made an offer on your new home during your house hunting trip, it was accepted, and now that you are home you need to work through the process remotely. It can be done pretty easily, provided you are working with an agent who understands, and uses, technology.

In this day and age, handling a real estate transaction remotely is easy, with the right tools and cooperation from other parties in the transaction. Because you are at a distance you will need to rely on technology in order to meet deadlines and get all documents where they need to be

Some points to keep in mind:

Timing is key in any transaction, with due dates and deadlines you need to meet. Relying on snail mail and overnight mail will slow things down. You may not have much choice depending on your own use of technology, and other parties. 

Communication is essential to staying on schedule, since you have to rely on mail or technology to deal with the paperwork. Making use of voice mail and text messaging can help you and your agent stay in touch at all hours of the day and night. This is especially critical in you are in a different time zone or out of the country.

Let your REALTOR know of any travel plans when you may have limited access to communication or your computer. And make sure your agent has all of your contact info - cell phones, fax, email, work and home phone - and that you have your REALTOR's as well.

If you are a big tech user you will be at an advantage. If not, make sure you let your agent know what you are comfortable with, and the equipment you have access to. If you do not use email, for example, or there is no computer at home, knowing this will help your agent plan more effectively on how to get documents to you. 

Have a road map of some sort so you know what to expect, the timing, and the forms you will be dealing with, especially when buying in another state where the processes may be different. A good relocation REALTOR can guide you through all of this easily and keep you posted on what to expect and when.

Some Useful Tools: 

Computers and laptopsEMAIL

Email is not only for asking or answering questions about the transaction (with a written record and time and date stamp) but providing information to escrow, your agent, or your lender, and scheduling appointments. Email allows other parties to send you documents you need to review in pdf format (disclosures, home inspection reports, escrow instructions) rather than relying on a fax (which is a second but inferior option) which deteriorates the quality of the documents, or sending by snail mail which is slow and costly. 

You can print out the docs that need signatures and return them by scanning and emailing (best) or fax. Original signatures are often NOT required but check to make sure as this varies.

Be prepared to send and receive lots of email - it's easy for me to have hundreds associated with 1 transaction.



These are great as they all of this - print, scan and fax. Storage is a breeze on your-computer, but back-up hard copies are important, too. (I keep copies of every document on my computer and provide a CD of all the files associated with the transaction to my clients once complete). You can scan stuff you need to send to you lender and agent in a snap. 

Where are you relocating to?DOCUSIGN

Using an on-line/electronic signature service like Docusign makes approval of documents a breeze. If used, this will be initiated by your agent, and everything can be sent via email, reviewed and "signed" on-line without having to print out. You "sign" the document where indicated then send the document on its way. All parties can receive and sign documents in this manner in a matter of a few hours or less. 

Another plus to electronic signatures? They are good for the environment

While electronic signatures are much more widely accepted I did have a lender recently who would only accept a "real" signature (copy was OK).

READ: Using Docusign for Your Real Estate Signatures - A Cautionary Note 



Systems like Relay can allow your agent to keep you abreast of what is going on with the transaction. You will have a logon and password and have access to documents that are in the flow as well as what has been accomplished and what has not.

In Part 6 of this Carlsbad Relocation Tips series we will discuss preparing for your move - dealing with movers, relocating with kids and pets, and much more.


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If I can provide more information about Carlsbad real estate and surrounding areas, or the housing market in general, or otherwise assist you in your homes search, please contact me by phone or text at (760) 840-1360 or email me at

Search for Homes Community Information First Time Home Buyers Relocation Services and more How to get in touch with me

All content copyright © 2009 Jeff Dowler Carlsbad Homes and Real Estate Tidbits


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Hannah Williams
Re/Max Eastern inc. - Philadelphia, PA
Expertise NE Philadelphia & Bucks 215-953-8818

Jeff..Modern technology is wonderful..and so is your series..looking forward to part 6 have some very interesting facts here..Thank you


Aug 23, 2009 01:00 PM #1
Julie Dumaine-Russell
RE/MAX Alliance - Branford, CT

Jeff - This series of relocation posts you've put together are wonderful.  I've worked with relocating clients who did not use or have at their disposal the technology tools necessary but between FedEx, Kinkos and  constant phone communication they were able to get the documents they needed and send back in a timely manner. 

Aug 23, 2009 01:03 PM #2
George Souto
George Souto NMLS #65149 FHA, CHFA, VA Mortgages - Middletown, CT
Your Connecticut Mortgage Expert

Jeff, communication and accessibility is key in any transaction, but I can see how it would even be more of a factor in a relocation situation.

Aug 23, 2009 01:08 PM #3
Lisa Hill
Florida Property Experts - Daytona Beach, FL
Daytona Beach Real Estate

Technology is of the utmost importance, no matter what phase of the transaction you're in.

And how in the world are some of you managing to write this many posts on the same subject? I'm struggling with enough info to get through my 3rd one. LOL. I've written so many posts over the years that whatever I write, it's in some way going to duplicate something I've written before.

Aug 23, 2009 02:29 PM #4
Jeff Dowler, CRS
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude

Hannah - why thank you. Given how much relo work I have done - personally and otherwise - I find it easy to wrtie about.

Donna - that is a great point. I have had some out-of-area buyers who did not have a computer. So you really have to think about the logistics AND the timing. Folks really need to understand the time lines and what they need to do to get things done on time.

George - so true. But there is something about a cross-country move that really requires a focus on the communication and the timing. Having done this several times I know.

Lisa - I guess I look at it as an improved perspective. Plus folks do not always go all the way back to very early post so reinventing is a good thing. I coul write a book on relocation ...actually have given that some thought...given the relos I have done adn the clients I have helped. Maybe...


Aug 23, 2009 03:30 PM #5
William Johnson
Retired - La Jolla, CA
Retired Real Estate Professional

Hi Jeff, This is superb and it really does cover the subject with great perspective. So well done. The caveat about Docusign is very informative, I would never have guess that lenders would have an issue with this.

Aug 23, 2009 04:09 PM #6
Celeste "SALLY" Cheeseman
Liberty Homes - Mililani, HI

I know your series is great but trying not to read all of yours so I keep my military relocation series focused :)

I'll read your whole series after I'm done as I want to replace my old one that take up the whole darn profile page with a bunch of links ......

I've been a fan of your localism and content posts for years you know I love ya!

Aug 23, 2009 05:33 PM #7
Susie Blackmon
Ocala, FL
Ocala, Horses, Western Wear, Horse Farms, Marketing

Jeff, what an outstanding post(s) for your readers, clients and potential clients. Wow!!

Aug 23, 2009 09:30 PM #8
Jeff Dowler, CRS
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude

William - well regaridng Docusign it seems that most lenders do not have an issue. I just had that one incident, and other agents I have talked to said they have never had a problem.

Sally - you are so sweet. Thank you. And you know, of course, that I love reading your articles, too, even though I do not always comment. It's hard to read all the great stuff AND keep focused on getting our own writing done.

Thank, Susie. I could have written more, too. But it was getting a bit long - perhaps I should have added more parts - 6 is not enough.


Aug 24, 2009 03:06 AM #9
Sheldon Neal
Bergen County, NJ - RE/MAX Real Estate Limited - Maywood, NJ
That British Agent Bergen County NJ

I'm a big techie so this part particularly appealed to me, and yes you are at a big advantage with so many consumers embracing the latest technology too !

Nice post Jeff !


Aug 24, 2009 07:35 AM #10
An Bui, DocuSign Social Media


Thanks for highlighting DocuSign in your series. DocuSign's Chief Legal Officer, Ken Moyle, is working with the lenders and public policy groups to help them with their electronic signature policies. He's also written a blog post about electronic signature, FHA and lender acceptance.

Hope that helps,


Aug 24, 2009 10:07 AM #11
Renée Donohue~Home Photography
Savvy Home Pix - Allegan, MI
Western Michigan Real Estate Photographer

Great communication tools!  It makes it easier when clients know their technology AND USE IT!!!

Aug 24, 2009 10:12 AM #12
Patricia Kennedy
RLAH Real Estate - Washington, DC
Home in the Capital

Jeff, these tool help to communicate with clients.  They also help to communicate with your sweetie!

Aug 24, 2009 03:04 PM #13
Ginger Moore
Wilkinson & Associates Realty - Gastonia, NC

Hi Jeff, thank you for all the great information! love reading all your posts. thanks for sharing.

Aug 25, 2009 04:33 AM #14
Gene Riemenschneider
Home Point Real Estate - Brentwood, CA
Turning Houses into Homes

Good post and I am a big fan of docusign.  Docusign saves money and time.

Aug 25, 2009 04:47 AM #15
James Lyon
Vista Pacific Realty - Sacramento, CA

It is kind if funny that I am reading some active rain posts right now because docusign is down. I have a few doc's I need to get sent off and the system has been down most of the day.

With that said, I think docusign is fantastic, great time and money saver. Just wish it was working right now!

Aug 25, 2009 09:04 AM #16
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Jeff Dowler, CRS

The Southern California Relocation Dude
What's my Carlsbad CA Area Home Worth??
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