Phase One

Outlining your objectives

• What is your motivation to buy?
• What price range are you considering?
• What is your timeline to move?
• What are your ideal features and “non-negotiables”? 
• What are you looking for in a neighborhood?                                               

PLANNING AND PREPARATION

• Discuss objectives and processes with your Realtor®
• Select a lender and begin the loan approval process
• Obtain a loan approval letter
• Sign an exclusive buyer-broker agreement with your Realtor® Research
•  Neighborhoods of interest with your Realtor®

UNDERSTANDING THE MARKET

• Analysis of active, pending, and sold transactions Review contracts and timelines
• Personal timing and seasonal considerations
•  Market forces: supply v. demand, macro v. micro
• Trends

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Phase Four                      

CLOSING        

• Review closing statement
• Sign loan documents
• Arrange to wire down payment and closing costs 
• Transfer utilities to the new location
• Closing, key delivery, and celebration
• Move into the property
• Move-in checklist

W O R K I N G   T O G E T H E R  A G A I N

• Staying in touch and keeping you informed
•  Second homes and investment properties 
• Providing resources and introductions
•  Referrals, testimonials, and reviews