Be the most helpful agent in the room
Guides and checklists you can hand a client on day one. They reduce anxiety, prevent surprises, and make you look like a pro.
The complete First-Time Buyer Guide
A full walkthrough — budgeting, down payment options, documents, costs, and FAQs. The perfect thing to share with a new buyer.
Six steps from pre-approval to keys
Get pre-approved
Know the real budget before the first showing.
Shop with confidence
Tour homes that fit the approved price range.
Make a strong offer
A verified pre-approval makes offers stand out.
Under contract
Inspection, appraisal, and underwriting begin.
Clear to close
Final approval, walkthrough, and signing.
Get the keys
Fund, record, and celebrate a new home.
Checklists your clients will actually use
First-Time Buyer Roadmap
Share with new buyersA step-by-step walkthrough from 'thinking about it' to keys in hand.
- Get pre-approved before you shop
- Understand your true monthly budget
- Make a competitive offer
- Inspection, appraisal & underwriting
- Clear to close & final walkthrough
Document Checklist
Give at first meetingEverything a buyer needs to gather for a smooth approval.
- 30 days of pay stubs
- 2 years W-2s / tax returns
- 2 months bank statements
- Photo ID & Social Security number
- Proof of any additional income
Homebuying Glossary
Reduce buyer anxietyThe terms every buyer asks about, in plain English.
- APR vs. interest rate
- Escrow & impound accounts
- PMI / MIP
- Points & buydowns
- Debt-to-income (DTI) ratio
Closing-Day Prep
Send 3 days before closingWhat to bring and what to expect at the closing table.
- Bring a valid photo ID
- Wire funds or bring a cashier's check
- Review the Closing Disclosure
- Confirm the final walkthrough
- Set up utilities transfer
Want these as branded PDFs?
We'll co-brand every guide with your name and photo so your clients remember exactly who guided them home.