House Hunting Checklist Template

1. Establish Your Budget

• Set a price range: Determine your maximum budget based on your financial situation.
• Get pre-approved for a mortgage: Speak to a lender to understand your loan eligibility.
• Include additional costs: Account for taxes, closing costs, home insurance, and moving expenses.

This session is designed to provide you with all the information you need about joining our innovative and forward-thinking team. We’ll discuss the unique benefits Real provides, including:

• Health Insurance Options: Learn about the discounted healthcare benefits available for you and your family, encompassing medical, dental, vision, and specialty coverage plans.
• Real Retirement Program: Understand how you can continue generating income post-retirement through our innovative revenue share program, ensuring your success extends beyond your active career.
• Willable Revenue Share: Discover how you can secure the financial future of your loved ones with our Willable Revenue Share plan.
• Exclusive ProTeams Solution: Get insights into how ProTeams offers flexibility and unlimited configuration for your agents, tailored to meet the unique needs of your team.
• Comprehensive Support: Explore how Real’s platform supports your business, allowing you to manage your operations efficiently across different states or provinces.

We’ll also cover any questions you have regarding our platform, the application process, and how Real aligns with your career goals and aspirations. Whether you’re an independent broker or part of a team, this meeting is a step toward transforming your real estate career with Real’s innovative solutions.

Please prepare any questions you might have, and let’s set the stage for your future with Real. Looking forward to our discussion and the potential of you joining our dynamic family!

2. Define Your Must-Have Features

• Number of bedrooms: What’s the minimum number you need for your family or lifestyle?
• Number of bathrooms: Consider your daily needs for convenience.
• Square footage: Estimate how much space you’ll need for living areas, storage, etc.
• Parking space: Is a garage, driveway, or street parking essential?
• Storage space: Check for closets, attic, basement, or built-in storage solutions.

3. Identify Your Ideal Location

• Proximity to work/school: How far is the commute, and is the location convenient for your daily life?
• Safety: Research crime rates in the neighborhood.
• Amenities: Are schools, parks, grocery stores, and other services nearby?
• Future development: Investigate any potential developments or zoning changes in the area.
• Public transport options: Ensure there are good connections for commuting, if needed.

4. Check the Home’s Condition

• Curb appeal: Does the house’s exterior look well-maintained?
• Roof and foundation: Check for any visible damage or wear.
• Plumbing and electrical systems: Ensure everything is functioning properly.
• Windows and insulation: Are the windows in good condition? Is the home energy efficient?
• Appliances: Ensure major appliances like the refrigerator, oven, and HVAC system are in working condition.

5. Consider Future Potential

• Resale value: Research the home’s market value and potential future appreciation.
• Renovation opportunities: Is there potential for remodeling or expansion if needed?
• Neighborhood trends: Is the area on the rise, or is it in decline?

6. Plan for a Home Inspection

• Schedule a professional inspection: Hire a licensed inspector to assess the property.
• Review the report: Evaluate any findings and consider whether repairs are needed.
• Negotiate based on the inspection: Use the inspection results to negotiate repairs or price adjustments with the seller.

7. Review Documents and Agreements

• Homeowners association (HOA): If applicable, understand the rules, fees, and regulations.
• Property title: Ensure there are no legal issues regarding ownership.
• Property disclosure: Review the seller’s disclosure for any issues or repairs needed.
• Closing process: Understand the timelines and paperwork involved.

8. Final Walkthrough

• Inspect the property: Walk through the home one last time before closing to ensure it’s in the agreed-upon condition.
• Check for any last-minute issues: Verify that repairs, if promised, have been completed.

9. Closing the Deal

• Review closing documents: Carefully read all documents related to the sale, including the loan agreement, title deed, and closing costs.
• Finalize financing: Confirm your mortgage terms, and ensure that everything is in place for the final payment.
• Sign the papers: Sign the necessary documents to transfer ownership.
• Transfer utilities: Set up or transfer utilities like electricity, gas, and water into your name.

10. Move-in Ready

• Schedule your move: Hire movers or plan your own moving logistics.
• Update address: Notify relevant parties (banks, subscriptions, etc.) of your new address.
• Prepare the home: Set up furniture, appliances, and start settling into your new space.

Bonus Tips for House Hunting Success

• Stay Organized: Keep track of each property you view, take notes, and record your feelings about each one.
• Don’t Rush: Be patient. Finding the right home takes time, so don’t feel pressured to make a hasty decision.
• Consult a Realtor: A qualified agent can provide invaluable expertise and assist you through the negotiation and closing process.