We both share a quick overview—who you are, what you need to accomplish, and how our solutions fit. We’ll also cover our “Able-Willing-Ready” scale to ground expectations.

If we’re a fit, we’ll email your Prep Packet to kick things off.

We design the strategy that fits your lifestyle, comms preferences, and housing path—buying, listing, marketing, homesteading, tax portability, rehab/renovation, sustainability.

Afterward, you can receive a recap email with your strategy and action plan.

We implement the plan and loop in finance & insurance. This is the broad research phase.

Goals: First-time buyers → Pre-Approval or Proof of Funds. First-time sellers → Listing (photos, staging, repairs).

You can follow our production tracker at every major milestone—or let us handle execution while you keep final sign-off.

We negotiate and coordinate with inspectors, appraisers, contractors, and the title company—the focused research phase.

Goal: Cleared to Close from both title and financing.

We finalize documents and transfer ownership. Keys, remotes, gate codes, access codes—all delivered.