Begin with what matters to you
Explain why you are considering a move, your ideal timing, and the things you do not want to compromise. Mention uncertainty, too: you may be comparing areas, deciding whether to sell, or simply figuring out the first step. A useful conversation starts with your situation rather than a generic checklist.
Ask how decisions will be made
For a sale, discuss preparation, pricing research, presentation, and feedback. For a purchase, ask how homes will be evaluated and how the search can adapt. Talk through who will coordinate with inspectors, lenders, escrow, and other professionals, and which decisions remain yours.
Set communication expectations
Ask who your day-to-day contact will be, how updates are handled, and what happens when a decision is time-sensitive. Share whether you prefer a call, an email, or a short message. Clarity early on can prevent frustration later.
Understand the relationship in writing
Ask for an explanation of representation, services, compensation, the duration of any agreement, and relevant cancellation terms. Read the actual documents, ask questions, and verify license information through the California Department of Real Estate. Do not rely on assumptions about what is included.
Your next step can be small
You do not need a polished plan before reaching out. Bring Sarah your questions and the outline of what you hope to do. Start by discussing what a sensible next step would look like for your situation.