Before You Begin: First Steps for Buyers & Sellers
Even though buying and selling are different journeys, the very first steps often look the same. No matter which side you’re on, starting with the right foundation makes the process smoother and less stressful.
Choose the Right Realtor
The first and most important step is finding a trusted professional to guide you. A Realtor protects your interests, explains the process, and creates a strategy tailored to your goals.
Clarify Your Goals
Ask yourself the big questions: Why are you moving, buying or selling? What’s your ideal timeline? What must you have, and what can you live without? Defining your goals upfront helps keep everything focused.
Understand the Market
Whether you’re preparing to list or start searching, knowing the local market gives you clarity and confidence. Together, we’ll review pricing trends, competition, and opportunities in your area.
Get Your Finances in Order
Understanding your finances early puts you in control.
- Buyers: Obtain a mortgage preapproval so you know your buying power.
- Sellers: Review your current mortgage payoff, closing costs, and expected proceeds.
Organize Key Documents
Gather paperwork you may need: mortgage statements, tax records, income verification, or ID. Having these ready avoids delays once things get moving.
Set a Realistic Timeline
Consider when you’d like to move, how long prep might take, and how that fits into current market conditions. Planning ahead keeps you on track.
