Methodology · assignment addendum
When the purchase is a lot, a spec, or a rebuild parcel, the six core scorecard dimensions still apply — and eight more join them. Published openly, like everything else in the methodology: use it with us or take it into your own interviews.
Lot sides, spec / new-construction sides, and rebuild-adjacent closings in that market — addresses or a verifiable count, not "I work the Westside." A luxury resale record is adjacent experience, not this experience.
Debris-clearance status, the soils and contamination questions to ask, utilities, slope and access, view-corridor and setback reality — and whether they insist on walking the parcel with a builder or civil engineer before the buyer goes hard on contingencies.
Do they treat FAIR Plan / admitted-market availability as a contingency conversation before close — or as an afterthought discovered in escrow week three.
Not the standard C.A.R. purchase agreement. Can they explain deposit structure, completion and delay language, upgrade pricing, punch-list mechanics, and who holds funds — and have they actually negotiated a builder contract in the last 24 months.
Do they require written buyer representation and builder registration BEFORE any tour — and what is their play if the client already signed a guest book somewhere.
Will they put in writing which developers and builders currently offer buyer-broker compensation, the amounts where known, and that a higher co-broke will not rank a spec above a better-fit property.
After the lot closes: do they stay on as owner’s liaison, step back, or introduce an owner’s representative or construction advisor? A real estate license is not a general contractor’s — the honest answer names the handoff.
Specs and custom builds outlast a normal escrow. Which named person owns this file across a year or two — the agent interviewed, or a rotating team member — is a scoring item, not a footnote.
Ratings use the same language as every Agent Match Report: Excellent / Strong / Moderate / Limited, each paired with the evidence, the limitation, and who the candidate is best suited for. Never a single percentage score.
Illustrative excerpt — fictional agents, real format:
| Addendum item | Agent A | Agent B |
|---|---|---|
| Lot sides, 24 mo | 4 (2 fire parcels) | 0 — resale record only |
| Spec / new-construction sides, 24 mo | 2 | 5, incl. two builder contracts negotiated |
| Written first-visit protocol | Yes — representation + registration before any tour | Informal — "usually we sort it out" |
| Last builder contract negotiated | 18 months ago | This quarter |
| Co-broke disclosure in writing | Yes | Declined to commit |
| Post-lot role | Steps back; introduces an owner's rep | Stays as liaison through build |
The written read for this pair: A is the land hire — parcel diligence and a clean first-visit protocol; the stale builder-contract experience is the limitation if the plan is a spec. B is the builder-desk hire whose refusal to put co-broke disclosures in writing is not a detail — it's the answer to a scorecard question. For a buy-the-lot-then-build plan, this file likely wants A for the land close and a named plan for who sits the builder file. That's dimension 7, answered honestly.
Run this on my purchase Who this assignment page is for →
The addendum extends the six core dimensions; it never replaces them. Not legal, construction, or insurance advice; we select real estate representation and do not pick builders or contractors.
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