Step 01
Finding Your Partner
The simple version
Think of your agent as your team captain. Before you share private details, everyone writes down whose team they are on.
What you do
- —Talk about your goals and timing.
- —Choose and sign the representation agreement that fits.
What your agent does
- —Explains agency choices and duties.
- —Protects confidential information and sets communication expectations.
Step 02
Getting Pre-Approved
The simple version
This is checking your wallet before shopping, so you look at homes that comfortably fit your budget.
What you do
- —Share financial records securely with your lender.
- —Review payment estimates, not just the maximum loan.
What your agent does
- —Coordinates with the lender and watches financing dates.
- —Gives wire-fraud safety reminders.
The simple version
Now you try homes on like shoes—checking fit, location, condition, and the things you cannot easily change.
What you do
- —Tour homes and speak up about priorities.
- —Review known property and neighborhood facts.
What your agent does
- —Schedules tours and asks material-fact questions.
- —Flags property-specific disclosures such as CIC, well, septic, or lead.
The simple version
Your offer is a detailed promise: price matters, but so do dates, protections, and what happens if something goes wrong.
What you do
- —Choose price, dates, and contingency preferences.
- —Provide earnest money exactly as instructed.
What your agent does
- —Drafts and presents the offer and required addenda.
- —Tracks signatures, acceptance, and earnest-money handling.
The simple version
An inspection is a home checkup. You learn what needs attention before deciding whether to proceed or negotiate.
What you do
- —Attend or review the inspection carefully.
- —Choose whether to accept, request changes, or use a contract right.
What your agent does
- —Tracks the inspection deadline.
- —Documents negotiated repairs, credits, or other changes.
Step 06
Financing Finalization
The simple version
The lender now double-checks the buyer, the home, and the numbers before giving the final green light.
What you do
- —Respond quickly to lender requests.
- —Avoid major new debts or account changes.
What your agent does
- —Coordinates appraisal and loan milestones.
- —Keeps written deadlines and parties aligned.
The simple version
This is the handoff: money and signed papers move through the closer, ownership changes, and the keys become yours.
What you do
- —Complete the final walkthrough and bring verified funds.
- —Review and sign closing documents.
What your agent does
- —Checks possession, final terms, and walkthrough issues.
- —Coordinates with the closer and keeps the transaction file.
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