Buyer Roadmap

From Contract to Close

A Clear Path to Your New Home

Guidance · Coordination · Results

Clarity where
it matters most.

Demystifying Real Estate

Initial Consultation

Discuss your goals, needs and strategy
Review the buying process
Sign Buyer Agency Agreement

Let's get started.

Get Pre-Approved

Meet with a lender
Understand your buying power
Review options
Get comfortable with your budget

Know your numbers.

View Properties

Tour homes
Refine your criteria
Evaluate value, condition and fit

Find the right home.

Make an Offer

Review comps
Negotiate terms
Submit your best offer

A big step forward.

Negotiate / Counter Offers

Discuss terms
Evaluate options
Reach agreement

Stay strategic.

Offer Accepted

You're under contract!

Now we move into due diligence.

Inspection Track

Evaluate the condition of the home

Home InspectionGeneral, and as needed: Termite, Radon, Environmental, etc.

↓

Review Inspection ReportIdentify any issues

↓

Renegotiate?Request repairs, credit or price adjustment

YES

Negotiate & Reach Resolution

Proceed As-Is(or terminate within contingency period)

↓

Complete or Verify Repairs(as applicable)

↓

Secure Homeowner's InsuranceObtain policy and provide proof

Mortgage / Lender Track

Process your loan

Formal Loan ApplicationSubmit documents

↓

Credit Report OrderedVerify income, assets & debts

↓

Appraisal OrderedLender confirms value

↓

Underwriting Review(Can take time) Lender reviews full file

↓

Final Loan ApprovalClear to Close

Title / Attorney Track

Confirm clear ownership

Title Commitment OrderedTitle search performed

↓

Review Title ReportIdentify and resolve any issues (liens, encumbrances, etc.)

↓

Attorney Review(if applicable in your state)

↓

Clear to Close from TitleAll title issues resolved

Closing Documents

Review and sign (loan, title and other docs)

Final review.

Closing Day

Funds are transferred

It's happening.

Deed & Mortgage Recorded

Officially recorded with the county

You're almost there.

The Home Is Yours

Congratulations!

A Note from Jenny

Every transaction is unique. This roadmap represents a typical flow — timelines, steps, and requirements may vary based on your specific property, lender, and market conditions. Jenny will guide you through every deviation with clarity and precision, ensuring you are never surprised. You will always know exactly where you stand.