Step 1

Your Buyer Consultation

Once you've made the decision to buy, your next step will be consulting with us to formulate a game plan and timeline for making it happen.

Our initial consultation may happen over the phone, video chat, or in person, but the objectives are the same:

1. We'll confirm that we're a good fit to handle your particular transaction in the area you want to buy.

2. We'll discuss your unique situation and needs so that we can provide you with accurate advise for your particular situation.

3. We'll discuss how you are going to purchase the house. This will include discussions of down payment, financing, and other fees associated with the sale.

If you need lender references, we will provide them. If you already have a lender, we'll ask for their contact information so we can confirm the type of loan you are getting.

4. We'll discuss the shopping and showing process and how we'll coordinate viewing homes that are available to buy. We'll also talk about how our team operates and who you might be working with.

5. If all checks out, we'll ask you to hire our team to be your agent.

Step 2

Confirm Your Financing

Once you've hired us to be your agent, we'll want to confirm exactly how you're going to pay for the house so that we know what kind of contract terms will be needed.

If you are a cash buyer, we'll simply ask for proof of funds showing that you have the purchase price available in liquid, accessible funds.

If you need a mortgage, we'll want to talk to your lender. If you don't have a lender, we can provide you with references we trust. In all cases, we encourage you to shop around for a lender you trust.

Once we've done that, it's time for the fun part. Let's go look at some houses!

Step 3

Look At Houses

Now that you've hired us and we've confirmed your finances, there's nothing left to do but find a house!

We'll work with you to find any houses you want to see. Then we'll schedule showing times for us to view them.

And then we'll look at however many we need to to find the perfect house for you. Then, once we find it....

Step 4

Make An Offer And Go Under Contract

After finding a house you want to call home, the next step is to write an offer and get it under contract.

We'll consult with you to make the offer that is best for you and we'll plan a negotiation strategy.

We'll help you make a smart decision you'll be happy with long term, and we'll work with the listing agent to put an agreement together.

Once we have the agreement finalized, we'll all sign the contract and make it official.

Step 5

Complete Your Inspection and Finance Contingencies

Once you go under contract, we'll need to make sure we do certain things in a timely manner. Some of these happen on almost every transaction, and some of them are contract specific.

1. First, we'll need to get your inspection(s) done, reviewed, and handle any repair requests before our option period ends. The option period is the timeline for you to back out of the contract for any reason whatsoever.

2. Once we've handled any concerns from the inspection, we'll need to make sure we meet all the terms of your finance contigency.

There's not much for you to do at this stage, but we'll be working closely with your lender and the listing agent to make sure your appraisal is completed in a timely manner and anything the lender needs for underwriting is taken care of right away.

There are a few other things that we might need to handle during this time, such as information for the title company, a survey, etc, but that changes with each unique contract.

Just know that during this period, we're making sure everything is coordinated and coming together for a successful close.

Step 6


Assuming all of our contigencies are met, the lender is ready, and the title company is ready, it will be time to close.

Leading up to the closing you'll have been making your moving plans. You'll also receive instructions from the title company to send any money you need to bring as well.

We'll tidy up any last minute items, review any repairs completed by the seller, and then we'll close.

The closing can happen in person or remotely via a notary. In person closings usually go more smoothly and have less likelihood of a paperwork hiccup, but with proper planning and coordinating, remote closings are perfectly good option.

If it's a cash deal, closing will be a quick meeting with only a few papers to sign.

If you are getting a mortgage, there is a lot more paperwork for you to sign, but within an hour or two, you should be the proud owner of a new house.

Get Started Today!