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Step 1 – Our Process

Each NapaNorth client has a unique set of needs, wants and goals

Whatever your specific property desires, our full suite of services positions us to take the stress out of the process for you.  Our systematic approach to identifying and meeting our Clients' specific needs begins with our consultation process.

PHASE 1 - INITIAL CONSULTATION

SERVICE NEEDS:
  • Puchase or sell a home
  • Purchase, design and renovate for single family use
  • Purchase land, design and build your custom home
  • Purchase land, design and build multiple homes or townhomes
  • Design and renovate your existing home
  • Rent out your existing home for rental income
INVESTMENT GOALS:
  • Purchase for single family use only
  • Purchase for a combination of personal use and rental income
  • Purchase for investment only... rent out full time for rental income
  • Purchase and renovate for short term resale... FLIP
REQUIREMENTS OVERVIEW:
  • Real Estate Needs
  • Design Requirements
  • Purchase land, design and build your custom home
  • Construction Scope
  • Rental Parameters
  • Budget
THE NEXT STEP

Once the Client’s overall goals are determined we then embark on Phase 2 of our consultation process.


PHASE 2 - SCOPE OF SERVICE

Phase 2 is a collaborative approach between Client and the NapaNorth owners. This phase will consist of a series of discussions and/or meetings (as required) to answer any questions about NapaNorth services, the Okanagan Market, our process, credentials, references and so on.

The objective of Phase 2 is to create a SCOPE OF SERVICE agreement detailing the Client’s overall objectives and specific service requirements. This agreement is an informal scope document that will clearly define the NapaNorth responsibilities in the client engagement and will provide the foundation of the working relationship between NapaNorth and Client.

Our agreements will often be phased in order to accommodate the fluid reality of the real estate & development process, and the unique needs of each client. Our agreements often consist of one or more of the following scopes.

FLEXIBILITY

The NapaNorth owners control all aspects of our services offerings. This control allows us to formulate a Scope of Service Agreement tailored to the Client’s specific service needs.


PHASE 3 - CONTRACT & EXECUTION

Once the Scope of Service Agreement has been signed off, we will present a contract or contracts, tailored to the Client’s specific and immediate requirements.

Each Client engagement is unique. Our flexibility allows us to formulate contracts tailored to the Client’s specific scope requirements. Based on the scope and client’s needs, the contract may consist of one or more of the following contracts, or a combination thereof.

Upon execution of contract, our team will commence services



Please contact us anytime to book an initial consultation

Shaun Tourigny
250-826-9965

Mark Walker
250-878-6808