1. Discovery
Establish your timeline, milestones, and communication preferences from the start
Understanding the buying process
Using structure and preparation to turn uncertainty into confidence
2. Making A Plan
Understanding current trends, inventory, pricing, and competition in your target neighborhoods
What determines value in your chosen neighborhoods
Learn how seasonality and interest rates shape opportunity
3. Market Overview
Our team will help you get in touch with our trusted lenders to become pre-approved early to define your true purchasing power
Review all total costs, not just the price of the home. Including taxes, insurance, and closing costs, and HOA fees (if applicable)
Align your budget with your comfort zone, not just what you qualify for
4. Prepare Financials
Studying your neighborhood analysis
Understand your buying power
Learning essentials
Compromises
Identifying what truly matters to you. Your non-negotiables, your nice-to-haves, and your dealbreakers
5. Viewing Your Options
Receive a curated selection of homes that align with your top priorities
Stay open to possibilities! Sometimes the right home surprises you
Evaluate properties for both lifestyle fit and long-term value
Then touring those homes that have been curated to fit your needs
6. Creating Your Shortlist
Becoming specific with your needs
Narrow your focus to the homes that best fit your goals and lifestyle
Rank properties based on value, location, and livability
7. Strategize Submitting Offers
Use market insight to determine a competitive, confident offer strategy
Craft an offer that reflects both your seriousness and your comfort level
Position yourself as the buyer sellers want to work with
8. Presenting Offers
Deliver your offer with clarity, professionalism, and purpose
Highlight clean terms and clear communication to make your offer stand out
Present every offer as a well-prepared opportunity, not a risk
The way your offer is presented can make all the difference
Our team will provide trusted referrals for movers, cleaners, and contractors
You will receive checklists and timelines to simplify your move
Ensure utilities, mail, and logistics are set before moving day
9. Navigating the Closing Process
Coordinate inspections, appraisals, and escrow milestones with our team
Keep communication consistent. No surprises, no missed details
Each document and deadline with care, confidentiality and accuracy
10. Moving Assistance
Our team will provide trusted referrals for movers, cleaners, and contractors
You will receive checklists and timelines to simplify your move
Ensure utilities, mail, and logistics are set before moving day
11. Your First 90 Days As A Homeowner
Our team can connect you with reliable service professionals and local resources
Review warranties, maintenance schedules, and utility setups
Our team will check in to address questions or help with post-move needs
12. Community Engagement
Discover local shops, parks, schools, and neighborhood gems
Learn about community groups, events, and ways to get involved
Build relationships that make your new area feel like home
Stay connected with both your neighbors and your real estate team!