From To Do - To Done

PEACE OF MIND IS CHECKING A BOX

You’re here on the checklists page, so I know we’re friends. You add a task you’ve already completed to your list – just to check the box. I see you. Use this page to download home buyer and home seller checklists.

We have pre and post contract checklists for buying and selling a home. Check those boxes friend, and don’t be afraid to use a sharpie.

HOME BUYING CHECKLIST

There’s a lot to buying a home. But with a quality professional agent and some check boxes, we’ll get you through it! Click the box above to get our comprehensive checklist from shopping for homes to making an offer. You can use our checklist as a guide through the process.  

This a Pre-Contract checklist. Once you have a house under contract (offered & accepted), scroll down and download our Buyer Closing Checklist.

Download OUR Buyer Closing Checklist

Once your home is under contract, this checklist will guide you through the steps to ensure you actually close!

Download OUR Buyer Closing Checklist

Once your home is under contract, this checklist will guide you through the steps to ensure you actually close!

Top closing categories -

MAKE SURE YOU GET FROM CONTRACT TO CLOSE

Here are the key parts of a transaction to make sure you track and complete each part.
Earnest Deposit
This is your down payment on the house. It's still your money! It shows your commitment and zeal to buy.
Keep Your Credit
Your mortgage isn't locked in! Don't buy anything big on credit - furniture, car loans etc - can endanger your final loan approval.
Inspections
You should have a professional evaluate the home. Have the seller fix as many major items as possible.
Appraisal
The lender will send a professional to asses the value of the home. Depending on your financing, this can be an important contingency to the sale.
Cash to Close
Make sure you have the cash required to close. Title will send a settlement statement with the amount. Make sure you wire funds early, or get a cashier's check.
Walk Through
A good agent will ensure the sellers are reminded to leave everything as discussed in purchase agreement. Walk through the house before closing to make sure.

Seller's Home Listing Checklist

Our advice ? Treat your home like it's about to be listed for sale the entire time you're living there. It's too late now, we know. In any case, download our seller's checklist for step by step help to getting things ready to list.

Select a Realtor

AGENT

Choose someone with experience, design & staging skills who will tell you the truth (if you can handle it). "A wise man listens to counsel."

What's Most Important?

RANK

What's most important? Need to sell fast or want top dollar? To get a premium price, you need to be selling a premium house.

Scope Out the Competition

COMPS

What are similar homes selling for? Go to open houses and showings to evaluate where your house fits versus its comparables.

Professionally Present the Home

STAGE

At every showing, the hero of the story is the buyer. They need to see themselves in the home. A pro realtor will help you stage the home to maximize this.

SELLER CLOSING CHECKLIST

Just being under contract doesn’t mean the closing is guaranteed. You’ll need to clear every contingency in the purchase agreement. Use this checklist to help you understand and navigate each step in the process.

Consult an Agent

Our agents are a knowledgeable, no-pressure resource to you. Don't hesitate to reach out. We won't share your personal information.

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