Home Buyer Checklist

🏠 HOME BUYER CHECKLIST

Sergio Correa | Coldwell Banker

Helping You Find the Right Home with Confidence (Download This Document)

1. Buyer Information

Full name(s)
Phone number
Email
Current address
Best method/time to contact
Who will be purchasing the property?
First-time buyer?
Already own a home?
Target purchase timeline

2. Financing

Pre-approval completed
Lender information
Loan type
Maximum purchase price
Comfortable monthly payment
Down payment available
Closing-cost funds
Gift funds, if applicable
Credit concerns discussed with lender
Estimated taxes and insurance reviewed
HOA dues considered

3. Buyer’s Goals

What are you looking for?

Primary residence
Investment property
Vacation/second home
Multi-family property
Condo
Townhouse
Single-family home

Preferred areas:

Target price: $____________

Maximum price: $____________

4. Home Requirements

Must-Haves

Bedrooms: ______
Bathrooms: ______
Minimum square feet: ______
Garage
Yard
Pool
ADU
One-story
Two-story
Home office
Other: __________________

Nice-to-Haves

Updated kitchen
Updated bathrooms
Fireplace
Central A/C
Solar
Large lot
View
New construction
Other: __________________

5. Location

Preferred city/neighborhood
Commute requirements
Schools
Shopping
Restaurants
Parks/recreation
Public transportation
Distance from family
Other location priorities

6. Property Search

Buyer search established
MLS alerts set up
Properties reviewed
Showings scheduled
Buyer feedback collected
Properties eliminated/reconsidered
Favorite properties identified

7. Before Making an Offer

Review comparable sales
Review property history
Review disclosures
Review seller’s disclosures
Review inspection information, if available
Check HOA information, if applicable
Review estimated monthly payment
Discuss offer price
Discuss financing
Discuss contingencies
Discuss closing date
Discuss seller credits/concessions
Review estimated cash needed to close

8. Offer

Purchase agreement completed
Pre-approval/proof of funds included
Earnest-money deposit discussed
Contingencies reviewed
Financing contingency
Appraisal contingency
Inspection contingency
Closing date
Possession
Personal property/inclusions
Offer submitted
Seller response received

9. Once Offer Is Accepted

Deposit delivered
Escrow opened
Loan application finalized
Inspection scheduled
Appraisal ordered
Insurance obtained
Title reviewed
Disclosures reviewed
Repairs negotiated, if applicable
Loan conditions completed
Final loan approval
Closing documents prepared

10. Final Walk-Through & Closing

Final walkthrough completed
Property condition acceptable
Agreed repairs completed
Utilities confirmed
Closing disclosure reviewed
Closing funds verified
Documents signed
Closing completed
Keys received 🔑
Congratulations! 🎉

📝 BUYER NOTES

What is most important to you when buying a home?

Biggest concern about purchasing:

Questions for Sergio:

NEXT STEPS

My commitment to you:

“My job is not simply to find you a house. My job is to help you understand the process, evaluate your options, negotiate on your behalf, and help you make an informed decision.”

Sergio Correa
Coldwell Banker
Realtor®
📞 424-347-0229
📧 __________________
🌐 sergiocorreag.com

You can also call me, or text me: 424-347-0229