1. THE BUYER’S ROAD MAP 1 3 5 7 2 4 6 8 Get Pre-Approved Make An Offer
Meet With A Real Estate Professional 3
Search For Homes 5
Negotiation And Contract 7
Final
Details 2
Get Pre-Approved 4
Make An Offer 6
Under Contract/In Escrow 8
Closing
Day

2. Initial Interview Why buy and why now? Are they working with a lender?
How many houses have they already looked at?
How do they prefer to be contacted?
What if we found the perfect house tomorrow?
What are their 3 favorite neighborhoods?
What is their favorite room in the house?
How important is outdoor space?
How long do they think they’ll own the home?
What is a must have?
Initial Interview

3. ARE YOU READY TO BUY? Steady income Low to medium debt
Cash for down payment/closing
Two months of pay stubs and bank statements
Two years with same company or in same industry

4. GETTING PRE-APPROVED Choosing a lender Filling out loan application
Approval document
Paystubs, bank statements, tax returns, proof of employment, 580+ credit score

5. YOUR HOME SEARCH
Understanding what you’re looking for is a top priority. Let’s talk about the features of your future home.
Location
Baths
Price
Style
Square footage
Features
Bedrooms
Schools

6. SEARCH TOOLS CLIENT SEARCH HIGH-TECH TOOLS AGENT SEARCH BLC Website
Agent network
My website
New Construction
Website
Yard signs, open houses, model homes, friends, FSBO
Automated home search system

7. MAKING AN OFFER Falling in love with a home Seller wants Earnest money
Down payment/financed amount
Important dates
Inclusions in home
Offer will be accepted, counter-offered, or declined

8. WHEN YOUR OFFER IS ACCEPTED
Give earnest money to Listing Brokerage
Schedule Inspection and repairs
Follow up on Appraisal
Confirm Home insurance & HOA Info
Confirm mortgage details
Conduct Final walkthrough

9. CLOSING COST BREAKDOWN
These are the items that will be included in your closing cost:
Property appraisal
Document preparation fees
Home inspection
Escrow taxes and insurance
Processing fee
Underwriting fee
Prepaid interest
Lender fee
Credit report
Loan discount fee
Transfer taxes
Recording fee
Attorney/notary fee
Settlement officer fee
Title insurance

10. Closing Day Remind all parties:
This is the big day! We will attend the
closing, answer any questions, and verify
that the closing paperwork matches the
purchase contract.
Remind all parties:
To bring identification
Everyone who is purchasing the property
must be present. If this is not possible,
we need to make arrangements for a
remote closing.
They need to bring a certified check or wire
the amount shown on the Closing Disclosure.