Carlsbad Real Estate News and Views: Finding the Right Realtor to Help with Your Relocation

Here's the REAL scoop on living in Carlsbad ~ beaches, things to do, places to eat, community events, and of course neighborhoods, homes and the Carlsbad real estate market in general, including surrounding communities like Encinitas, Cardiff, San Marcos, Oceanside, Solana Beach and Del Mar.

Finding the Right Realtor to Help with Your Relocation

Finding the Right Realtor to Help with Your Relocation


Video #4 in my Relocation Tips Video Series is about helping you find the right real estate professional to assist in your relocation, assuming you are going to buy a new home and not rent (a good agent can help with that, too).


Here are the prior articles and videos in this series in case you missed them:


Video #3 – Moving with a Relocation Package


Video #2 – Getting Pre-Approved


Video #1 – Relocation Expenses


Introduction to Relocation Tips Video Series

Relocation is not for dummies


Since you are moving to an area you probably don't know well, having a REALTOR® you can trust to help find your new home is critical. There’s lots to worry about and coordinate with your move, and working with an agent who does not understand your issues is NOT helpful.



I feel strongly that working with someone who knows and understands relocation, and preferably has done so personally, is key. Some won’t agree with me on that, but having had 4 major relocations I feel someone who has hands-on experience with a major move gets it and can best assist you. I would ask the person you are thinking of working with to give you the lowdown on their relocation experience.



It’s key to work with a REALTOR® who is very familiar with today’s technology in our business – for communication, for helping you identify a home and community, working through the transaction from a distance (e.g., electronic signatures, emailing, texting), record keeping, and more. This is key since you may be in different time zones and technology will facilitate the process. But there’s also…



Make sure you like and trust your REALTOR in your RelocationJust knowing about and using technology is NOT enough. The REALTOR you want must be someone you are comfortable with and can trust. You want to know they understand your unique situation and are willing to do what it takes to help, including taking time to listen and ask relevant questions.

Consider how responsive they are when you text, email or call initially. That can be a big clue as to how they will respond when you are working together. And find out how accessible they will be if needed. Also, how flexible can they be with regard to your personal schedule, which can be complicated by jobs, kids, and different time zones.



What services wll your REALTOR provide you in your relocation?What specific services does the REALTOR provide relocating buyers?

  • How well do they know the community (ies) you are interested in? (HINT – are they a blogger with posts about the area you are moving to?
  • What can they tell you about the community as well as the state of the local market?
  • Do they offer a customized relocation package?
  • Will they screen properties for you, based on YOUR criteria, not just set you up on a website (while it is important that you have access to on-line properties in the area you are moving to, YOU don't know the area and having someone help screen properties as they learn more about what you want and need is very useful). Using video and photos to help familiarize you with the area is important, too.
  • Can they provide you with resources to do your own research (e.g., schools, crime, demographics).
  • How will they handle house hunting trips to maximize effectiveness and not waste your time


Is that all there is? No, but it should give you a good idea of some of the things you should have and look for.



Please don't hesitate to call me at (760) 840-1360 so we can discuss your personal relocation situation and needs, and answer any questions that you have.



And if you are not moving to my area, I can still help – I have a huge and high-quality network of real estate professionals around the country in all the major cities. I am happy to help you find the right person to help with your relocation - selling your current home AND buying a new one!




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eXp Realty of California (CA DRE lic #01490977)

Comment balloon 27 commentsJeff Dowler, CRS • December 17 2013 04:59PM


Jeff as always great information to potential Relocation Clients to San Diego County

Posted by Endre Barath, Jr., Realtor - Los Angeles Home Sales 310.486.1002 (Berkshire Hathaway HomeServices) over 6 years ago

Thanks, Endre. I appreciate the compliment.

Relocating is a tough process and I am always happy to help


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California) over 6 years ago

Relocation takes a specialist that can anticipate what transferees will need to know about their new surroundings.  New to the area means lot of questions and lots of patience.  I love it, but there are many agents that just are not interested in taking these types of clients on with the rest of their schedule.  Thank you for sharing your wealth of knowledge with the consumer!

Posted by Karen Feltman, Relocation Specialist in Cedar Rapids, Iowa (Cedar Rapids/Iowa City, IA KW Legacy Group) over 6 years ago

Having to relocate can be quite stressful. Finding the right agent that is able to navigate through the process is imperative. You are obviously on task. Your info and videos will provide a great source for your clients Jeff.

Posted by Janis Borgueta, LIC RE Salesperson (Key Properties of the Hudson Valley ) over 6 years ago

Your relocation series is absolutely awesome. Anyone thinking of moving to your area need you to make the move a smooth one.

Posted by Martha Brown, Your Homes Around Annapolis Agent (Long & Foster Real Estate, Inc., Annapolis MD 21403) over 6 years ago


As someone who specializes in this niche, I know what it takes. And I agree with you - many agents are not willing, or able, to provide the assistance and guidance needed.


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California) over 6 years ago

Thanks, Janis.

It IS a tough process, AND very stressful, with so much to coordinate. Having done it a bunch of times, AND helped many people do the same, I have a pretty good grasp of the issues. And I really enjoy people who are going through the process I did to make the decision to move here to SoCal.


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California) over 6 years ago


Such kind words! Thank you. It's something I really enjoy doing. I try to keep in mind what I would want (and wanted during MY relocations) from the REALTOR who was helping me. And the things I found helpful.


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California) over 6 years ago

In a transient area like my market, having an understanding of the different communities is critical.  This is where experience helps.  Every county/town/city area has it's own special attractions.  Commuting needs, price range, school needs etc. are often more important to home buyers than the home.

Posted by Lenn Harley, Real Estate Broker - Virginia & Maryland (Lenn Harley,, MD & VA Homes and Real Estate) over 6 years ago

The video series is a great idea. What products are you using to do this?

Posted by Cheryl Ritchie, Southern Maryland 301-980-7566 (RE/MAX Leading Edge over 6 years ago

Jeff, You make us all proud with your professionalism.

Posted by Margaret Rome Baltimore 410-530-2400, Sell Your Home With Margaret Rome ( HomeRome Realty 410-530-2400) over 6 years ago

There is no substitute for experience...and helping newcomers to an area..."from the ground up" and showing, explainng, teaching everything there is no to know about a new area

Posted by Sally K. & David L. Hanson, WI Real Estate Agents - Luxury - Divorce (EXP Realty 414-525-0563) over 6 years ago

Great idea for these relocation videos. I do quite a bit of work with relocating clients, so will need to "steal" the concept from you.

Posted by Nina Hollander, Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor (Coldwell Banker Realty) over 6 years ago

Jeff, you give a complete run down of points to cover when moving outside of your comfort zone...important series for relocators.

Posted by Ginny Gorman, Homes for Sale in Southern RI and beyond (RI Real Estate Services ~ 401-529-7849~ RI Waterfront Real Estate) over 6 years ago

Jeff, this is a great video series for people wishing to relocate. I like your closing statement asking for a referral.

Posted by Michael Setunsky, Your Commercial Real Estate Link to Northern VA over 6 years ago

Vedry nicely done and presnted...thank you

Posted by Richie Alan Naggar, agent & author (people first...then business Ran Right Realty ) over 6 years ago


So true in my area as well, and I'm not sure one can really gain the full perspective on this diversity by researching online, but that reading can lead to the right agent, like yourself.

The experience helps to pair up those who are relocating with the neighborhoods and homes that meet their needs and criteria, including financial. A high end property in one community can be low end in another.


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California) over 6 years ago


Nothing complex. Just my Sony Cybershot camera (HD movie) and my tripod in my back yard. I do not editing, just trimming the front and back and putting on YouTube.


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California) over 6 years ago

Great job, Jeff. Very nicely presented. I hope this brings you tons of business.

Posted by Jason Crouch, Broker - Austin Texas Real Estate (512-796-7653) (Austin Texas Homes, LLC) over 6 years ago

And who wouldn't be motivated to relocate with your beautiful backyard and weather as the background.  Your posts about relocation are invaluable to future buyers in the area.

Posted by Margaret Goss, Chicago's North Shore & Winnetka Real Estate (Baird & Warner Real Estate) over 6 years ago

Margaret - what a nice compliment! Thank you

Sally and David - so very true

Nina - it's been work in progress for some time but now off and running. Good luck


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California) over 6 years ago

I find that firms usually assign Realtors to handle relo inquiries on a merit basis.

Posted by Jeff Jensen (The Federal Savings Bank/Lending in 50 states) over 6 years ago

What a really nice presentation.  And loved hearing the birds in your back yard singing in the back ground too.  And great length too.

Posted by Tammy Lankford,, Broker GA Lake Sinclair/Eatonton/Milledgeville (Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668) over 6 years ago


Jeff this is a very nice video. Concise and to the point. I need the read the other blogs that you have written in this Relocation series.








Posted by Lanre-"THE REAL ESTATE FARMER" Folayan, I don't make promises.I deliver results.SOLD HOMES (Keller Williams Select Realtors-Buy a home in Washington DC. Sell a home in Washington DC) over 6 years ago

Biggest issue with corporate relocation seems to be that it comes as a bit of a surpise to the buyers. So they may not have done as much homework on an area they want to live. If you're in a large metro area, that can mean a lot of time just looking at a myriad of areas and homes before they can get serious on a targeted area.

Posted by Aaron Hofmann, aka Mr. Smyrna Vinings (Atlanta Communities) over 6 years ago

Thanks, Ginny. Having done this a bunch of times, I have a good idea of the issues. And have gotten tips from people I have worked with

Michael - thanks! It's just another way to offer assistance to those I cannot help directly


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California) over 6 years ago

Richie - I appreciate the compliment

Jason - thank, me too. And I hope others find it helpful

Margaret - especially at this time of year! Thank you

Jeff - I imagine it varies from firm to firm. And that can be different than a relocation package offering reimbursement, etc. from an employer. I have seen relo companies open to the agent the buyer wants, and others dictate who. And there is, of course, the referral fee relocation companies charge.


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California) over 6 years ago