Buyer’s Process

Step 1: Establish a Budget and
Get Pre-approved

This will allow you to be taken seriously by any seller.

Step 2: Make a List of Must-Have,
Must-Avoid and Nice-to-Have
Amenities as well as Areas of
Interest

This list will help us pinpoint the properties that best match your desires.

Step 3: With Our Guidance, Start Your Home Search

Based on your criteria, we’ll curate a Collection of homes using the Compass platform. We will give you access to off market properties, called “private exclusives.” We will visit properties and help you hone your search until you find the one!

Step 4: Retain an Attorney and
Make an Offer

An offer is more than just a price. We’ll discuss strategy and terms that best suit your needs and can help you be successful. Once you have an accepted offer, your attorney will be representing you in contract negotiations and due diligence.

Step 5: Sign a Contract and
Present Deposit

A 10% deposit is given to the seller’s attorney along with your signed contract. Once the seller counter-signs, you are officially in contract!

Step 6: Work on Your
Board Package

We will help you put together a detailed and accurate board package to ensure board approval.

Step 7: Get Board Approval

If you’re purchasing in a co-op, you will meet the board for an interview before your application is formally approved. With condos, there is no interview process.

Step 8: Final Walk Through

Once you’re approved and your attorney sets a closing date with the seller, we will visit the home a day or two before the closing to ensure it is in the same condition as when you signed the contract.

Step 9: Closing day. Congratulations! You’re now a
homeowner!

Please complete the following
form to download our in-depth buyer’s guide.