5 Steps · 5 Tracks · One Path to Homeownership
A clear, guided journey for buyers and sellers—built to go from “curious” to “closed” without chaos. Quick calls, simple decisions, and full-service support.
The 5 Steps
Short overview first. Tap to reveal details only when you want them.
1 Schedule a FREE 15-minute intro call
Trade quick intros, align on goals, and set your “Able-Willing-Ready” score. If we’re a fit, we’ll email your Prep Packet to kickstart the process.
2 Book an exploratory deep-dive
We design your strategy around lifestyle, comms preferences, and housing situation—purchase/sale plan, marketing, homestead/tax portability, renovation, sustainability.
Option: receive a concise strategy recap & action plan by email.
3 Begin the journey (Tracks 1–4 engage)
We implement the plan and loop in finance & insurance. This is the broad research phase.
- Buyers: aim for Pre-Approval or Proof of Funds.
- Sellers: prep for Listing—photos, staging, repairs.
Prefer visibility? Opt into our production tracker for milestone updates. You always keep final approval.
4 Find & engage the other party
We negotiate hard for your position while specialists (inspectors, appraisers, title) complete targeted diligence.
Goal: dual Cleared to Close from title + lending.
5 Sign at the closing table
Documents finalize and ownership transfers—keys, openers, and access codes move to you.
The 5 Tracks
Each expert group plugs in at the right time so nothing slips.
Get Pre-Approved
Lock your budget; strengthen offers. Soft-pull options available.
Start Pre-Approval