Business Details
9 Years
experience
Your Trusted Lake Norman Real Estate Partner
ROOST Real Estate is dedicated to transforming the home buying and selling experience in the Lake Norman area. Our team of seasoned professionals combines deep local market knowledge with innovative marketing strategies to ensure clients achieve optimal outcomes. We prioritize personalized service, guiding clients through every step of their transaction with transparency and expertise. Our commitment extends beyond closing, as we maintain long-term relationships and provide ongoing support. With a focus on integrity and client-centric values, we strive to make real estate transactions seamless, efficient, and rewarding for every client we serve. 
Services
Home Buying
Property Selling
Market Valuation
Mortgage Assistance
Client Support
Details
- Year established: 2017
Highlights and features
- We offer 15+ years of combined experience in Lake Norman real estate transactions.
- Our team provides personalized marketing strategies tailored to each property's unique features.
- We maintain 24/7 availability for urgent client inquiries and property showings.
- Our agents hold advanced certifications in real estate technology and negotiation.
- We guarantee post-sale follow-up and community connection resources for new residents.
What people say
Amazing experience
Sold our house in 6 days
Professional service
Concierge-level support
Post-sale check-ins
Services
Home Buying
Our expert agents guide clients through every step of purchasing residential properties in Lake Norman. We analyze market trends, negotiate optimal prices, and coordinate inspections to ensure informed decisions. With access to exclusive listings and advanced search tools, we help clients find homes matching their lifestyle and financial goals while maintaining transparent communication throughout the process.
Property Selling
We maximize property exposure through professional photography, virtual tours, and targeted digital marketing campaigns. Our team conducts comparative market analyses to determine competitive pricing strategies while handling staging recommendations and buyer negotiations. With proven techniques for reducing time-on-market, we ensure sellers achieve maximum value through streamlined transaction management and legal compliance oversight.
Market Valuation
Our comprehensive valuation service combines automated pricing models with manual comparative analysis of recent local sales. We consider property condition, lot size, and market dynamics to provide accurate pricing recommendations. This data-driven approach helps clients make strategic decisions about listing prices or purchase offers while factoring in current economic indicators affecting real estate values.
Mortgage Assistance
We connect clients with trusted local lenders specializing in various mortgage products including conventional, FHA, and jumbo loans. Our team explains financing options, pre-approval processes, and closing cost considerations. We coordinate with loan officers to ensure timely approvals while providing documentation checklists and credit improvement strategies to facilitate smooth transactions.
Client Support
Our dedicated client services team provides 24/7 support throughout the entire transaction cycle. We coordinate home inspections, title searches, and insurance arrangements while maintaining regular communication updates. Post-closing, we offer relocation resources, community integration assistance, and ongoing property market updates to ensure long-term client satisfaction and relationship continuity.
People
Jamie Forte
Owner | REALTOR
Former mechanical engineer with General Motors turned real estate professional. Holds Master of Engineering degree from Cornell University. Brings technical precision to property analysis while maintaining personal touch in client relationships. Specializes in Lake Norman luxury estates.
Kim Butler
REALTOR | Broker-In-Charge
Former home accessories business owner with extensive local market knowledge. Focuses on understanding client lifestyles to match properties with personal needs. Expert in Lake Norman community dynamics and new resident integration strategies.
Cheri Lofquist
REALTOR
Former special education teacher leveraging communication and organizational skills in real estate. Prioritizes client education and stress-free transactions. Specializes in first-time homebuyer guidance and family-oriented property matching in Cornelius area.
Shannon Wilhelm
REALTOR
Native Iredell County resident with 14 years in education system. Applies teaching experience to client education about property values and market conditions. Focuses on Troutman and Mooresville communities with deep understanding of local school districts.
Jennifer Forte
Owner | Client Services
Master of Social Work degree holder with 12 years in adoption services. Translates social work skills into exceptional client care. Manages post-transaction follow-ups and coordinates community-building client events for long-term relationship maintenance.
Questions
How do I start the home buying process with ROOST?
Contact us for a free consultation to discuss your needs, budget, and preferred locations. We'll create a personalized search strategy and provide market insights to begin your home search.
What sets ROOST apart in property selling services?
We combine professional photography, virtual tours, and targeted digital marketing with personalized pricing strategies to maximize exposure and achieve faster sales at optimal prices.
Do you offer mortgage assistance for first-time buyers?
Yes, we connect clients with specialized lenders and provide guidance on down payment assistance programs, pre-approval processes, and first-time buyer incentives available in Lake Norman.
Which areas does ROOST primarily serve?
We specialize in Lake Norman communities including Cornelius, Huntersville, Davidson, Mooresville, and surrounding areas like Statesville and Monroe.
What post-sale services do you provide?
We offer relocation resources, community integration assistance, and ongoing property market updates. Our team maintains contact through annual events and seasonal check-ins for continued support.
How are property valuations conducted?
Our valuations combine automated pricing models with manual analysis of recent local sales, property condition assessments, and current market trends to provide accurate, data-driven pricing recommendations.
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