Navigate with confidence
Buy & Sell Guidance
Real estate decisions shape your future. This guide breaks down the journey into clear, manageable steps—so you can move forward with clarity and confidence, not confusion.
When You're Buying
Clarify Your Timeline & Budget
Start by understanding your timeline and comfort zone for monthly payments. This foundation helps every decision that follows feel grounded, not rushed.
Get Pre-Approved
Talk with a trusted lender about pre-approval options. Knowing your buying power upfront gives you confidence when you find the right home.
Explore Areas & Home Types
Discover neighborhoods and property types that align with your lifestyle. Consider schools, commute, amenities, and the feeling you want your home to give you.
Tour Homes Strategically
Visit properties with a clear list of needs and dealbreakers. Take notes, ask questions, and trust your instincts about what feels right.
Write Strong Offers
Craft offers that protect your interests while staying realistic about market conditions. Your agent will help balance competitiveness with your comfort level.
Navigate Inspections & Appraisal
Move through inspections, appraisal, and final loan approval with your team. Each step brings you closer to closing with confidence.
Close & Settle In
Complete the closing process and begin settling into your new home. This is where your vision becomes reality.
When You're Selling or Doing Both
Understand Your Equity Position
Review your equity and loan payoff so you know your starting point. This clarity helps you make informed decisions about pricing and timing.
Prepare Your Home
Decide what to fix, clean, or stage—and what to leave alone. Strategic preparation maximizes appeal without over-investing.
Set Your Pricing Strategy
Establish a pricing approach that matches your market reality. Your agent will help you balance speed, profit, and your personal goals.
Host Showings & Gather Feedback
Prepare for showings and welcome constructive feedback. Each showing is an opportunity to refine your approach.
Review Offers Thoughtfully
Evaluate offers with calm eyes and clear numbers. Consider not just price, but terms, timeline, and buyer strength.
Handle Inspections & Repairs
Navigate inspection results and repair conversations with transparency. Your agent will help you negotiate fair solutions.
Coordinate Your Next Move
When selling and buying simultaneously, coordinate timelines carefully. Your team will help create a seamless transition.
Remember: This guide provides a high-level overview. Your agent and lender will help you personalize every detail so the plan fits your life, your timeline, and your goals—not someone else's template.