Buyer Transaction Roadmap

Connect with me about how I can help you better understand the process and your search criteria.

Illustration that lists the 12 stages of the buyer transaction roadmap.

  1. GET PRE-APPROVED
    Determine how much you want to spend, by talking to a trusted mortgage lender.
  2. SET UP A SEARCH ONLINE
    I will customize a search for you, pulling the most up-to-date information available on the internet from the Multiple Listing Service (MLS), the central database for all real estate information.
  3. PRIVATE SHOWINGS
    Once you find interested properties, I will schedule a day and time to go for a private tour.
  4. SUBMIT AN OFFER
    Once you find a property you love, we will write up an offer. I will pull comparable properties to determine an offer price. This can be done over the phone, in person or by email with DocuSign.
  5. HOME INSPECTION
    Offers are typically contingent on a home inspection of the property by a licensed professional to check for signs of structural damage or things that may need fixing.
  6. ATTORNEY REVIEW
    Attorneys for each party review the contract and make suggestions for changes to protect their clients.
  7. APPRAISAL
    If you are seeking financing, your lender will arrange for an appraiser to provide an independent opinion of the value of the property.
  8. UNDERWRITING & PAPERWORK
    Lender (if applicable) and your attorney work with a title company to handle all of the paperwork and make sure that the seller is the rightful owner of the house you are buying.
  9. SECURE PROPERTY INSURANCE
    Required if you are seeking financing. and highly recommended in any case. Homeowners or condo insurance compensates you for losses to your home and your possessions inside it.
  10. CLEAR TO CLOSE
    If you are financing your purchase, the lender has cleared all the conditions and is now ready to go to closing.
  11. FINAL WALK THRU
    Typically the day before or morning of closing, we do a final walk through that lasts 15 minutes to make sure everything is in the condition you first saw it in and previously requested repairs were made.
  12. CLOSING
    Your attorney and I will be at the closing to walk you through each and every document and answer any questions you may have. Ownership will be transferred to you and you’ll get keys to your new home!

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