Guides & resources
Useful notes.
Clearer steps.
Start with the task in front of you. These resources help organize a search, prepare a sale and make a move easier to discuss.
Buying
Build your buying brief
A short worksheet for priorities, budget questions and timing.
Open resourceTouring
Compare homes consistently
Use the same questions at each home so impressions are easier to compare.
Open resourceSelling
Prepare with a checklist
Separate maintenance, presentation and larger projects.
Open resourceMoving
Organize a relocation
Plan routes, location research and the sequence of a move.
Open resourceBuild your buying brief.
Copy these prompts into your notes and bring them to your first conversation.
01
The non-negotiables.
Which locations and property features are essential? Which preferences could change for the right home?
02
The cost questions.
What purchase range and ongoing costs do you need to explore with a lender? What additional work or maintenance would affect the decision?
03
The dates.
What dates are fixed? How much flexibility do you have for the search, a transaction and the move?
Explore the numbers.
Keep the assumptions.
Use the affordability tool to explore a starting range. Financing decisions need a direct conversation with a lender about your circumstances and loan terms.
Open the affordability tool