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Step 1
Let’s Talk About You
We start with a conversation. What are your goals, timeline, and deal-breakers? What’s your budget and ideal location? Must-haves vs. nice-to-haves? We’ll help you define what matters most (and avoid common pitfalls).
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Step 2
Exclusive Representation
Before we dive into showings, we’ll go over the benefits of an buyer agreement—so you know exactly what to expect and how we’re committed to representing your best interests every step of the way.
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Step 3
Get Financially Ready
Not sure of your financial options, when purchasing a property? We provide guidance on the steps to getting pre-qualified or pre-approved by connecting you with trusted lenders if needed. This step helps us search smarter and move fast when you find a home you love.
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Step 4
Get Your Criteria Perfect
Before we tour and evaluate your preferred home at the showing, we’ll take a few minutes to set up search criteria that align with your home-buying goals.
This way, you can skip the noise of public real estate platforms and get the most accurate, up-to-date listings sent directly to your email—or access them anytime through the Flex app, powered by our Global MLS.
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Step 5
Tour & Evaluate
From school zones to septic systems, we help you look at homes with the right lens. We’ll tour properties together, evaluate the pros and cons of each, and keep your lifestyle, long-term goals, and future value top of mind.
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Step 6
Make a Competitive Offer
You won’t be going in blind. When you're ready, we craft a strong, competitive offer backed by local data, and negotiate terms with your protection and priorities in mind. We do this by building strong relationships with trusted industry leaders—so we can educate and guide you in the best way possible, helping you succeed on your terms and within your financial comfort zone.
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Step 7
Inspections, Appraisals, and the Paper Trail
From inspections to paperwork—and everything in between—we’ll walk you through every step of the process. Our goal is to make sure you feel confident and well-informed at each milestone, not overwhelmed by the details. Whether it’s understanding your inspection report, reviewing disclosures, or navigating closing documents, we’re here to simplify the journey and advocate for your best interests.
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Step 8
Close With Confidence
As your closing date approaches, we’ll keep things on track—coordinating with your lender, attorney, inspector, and the seller’s team to avoid surprises. From final walk-through to handing over the keys, you’ll have support every step of the way.