
BUYING A HOME
01
MEET WITH A MEMBER OF OUR TEAM
Discuss the type of home and ideal features you’re looking for.
02
EXPLORE YOUR FINANCING OPTIONS
Talk to one of our trusted lender partners to find the right fit for you.
03
SEARCH FOR HOMES
Now for the fun part! We’ll visit homes and talk through what feels like the best match for your needs and lifestyle.
04
MAKE AN OFFER
Your agent will guide you in crafting an offer that feels right for you—while also including terms that help protect you throughout the process.
05
UNDER CONTRACT OR PENDING
We’ll go through steps like inspections, appraisal, and reviewing documents to make sure the home is a good fit—physically, financially, and legally. We will walk you through each step at your pace, explain what to expect, and help you make informed decisions every step of the way.
06
CLOSING – TIME TO MAKE IT OFFICIAL!
You’ll sign the official paperwork that makes the home yours. We’ll walk you through what to bring, where to go, and what to expect ahead of time, so there are no surprises. You’ve got this—and we’ve got you.

SELLING A HOME
01
MEET WITH A MEMBER OF OUR TEAM
Discuss your needs and goals. Develop a plan that works for you.
02
UNDERSTANDING YOUR HOME’S VALUE
Your agent will analyze market data to help determine an asking price for your home.
03
GETTING YOUR HOME READY
We’ll work together to make sure your home feels inviting and ready for showings—with strategies that fit your energy, budget, and schedule.
04
SHOWINGS
Buyers visit your home—we’ll customize the timing and notice to fit your needs.
05
CHOOSING AN OFFER
Your agent will present the benefits of each offer. We can break things down into a simple chart or checklist—whatever format works best for how you process info.
06
UNDER CONTRACT
We’ll guide you through inspections, the appraisal, and other key steps—all while keeping you informed and supported. We’ll let you know in advance what’s coming and give you choices wherever possible—like timing for appointments or how you’d like updates.
07
CLOSING DAY
We’ll walk you through the final steps to sign paperwork and officially hand off your home—no surprises, just support. You can even do everything with us beforehand in a no-stress environment and we will attend closing on your behalf.
