Home Buying Kit


Guide: Home Buying 101

New to the home buying process? Get started by reading this guide, which provides a high level overview of all the major milestones.

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Worksheet: Establishing Real Estate SMART Goals

Need help staying on track and holding yourself accountable? Use this worksheet to develop specific, measurable, achievable, realistic and time-based goals that inch you closer to homeownership!

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Tip sheet: Assembling your Real Estate Dream Team

Buying a home takes a village. You'll want to bring on a cohesive team to advocate on your behalf. Take a look at the dream team tip sheet for an overview of all the heavy hitters.

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Worksheet: Estimating Monthly Payments with a Mortgage Calculator

A Mortgage Calculator is a very rudimentary tool that calculates PITI. PITI is an acronym lenders use to describe the different components that make up your monthly mortgage payment. It stands for: principal, interest, taxes and insurance. Plug your numbers into the mortgage calculator for some rough estimates.

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Tip sheet: Comparing Condos, Single Families, and Multi-Families

Trying to decide which property type is best for you? This quick tip sheet outlines the key pros/cons of the three major housing options.

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Tip sheet: How to Research Neighborhoods like a Pro

You’ve heard it a million times; buying real estate is all about location, location, location. So how do you know if a house is in a good location?  Fortunately, there are lots of benchmarks and resources available to help you research your future neighborhood.

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Tip sheet: The Anatomy of an Offer - Submitting a Bid

When it comes time to submitting an offer, it’s best to put things in writing.Your real estate agent can help you prepare a package that includes all of the necessary disclosures and documents applicable to your state/county. Take a look at this sample offer template for the details.

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Checklist: Doing your Due Diligence

Doing your due diligence on a home goes beyond the home inspection. Take a look at my handy checklist for some ideas and tricks of the trade!

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Guide: Hiring a Real Estate Professional

The right real estate professional can be a huge asset to your team.They can provide guidance, negotiation tactics and be a tremendous source of support during your home search. Take a look at this guide for advice on hiring the best one for the job!

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Template: Conducting a Comparative Market Analysis (CMA)

A comparative market analysis is used to determine a home’s fair market value by evaluating similar properties (comparable or “comps”). Going through this type of exercise can be beneficial, as it will help you to think objectively about your purchase price if you plan to submit an offer.

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