Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.
A closer look.
What’s inside
- A step-by-step roadmap and flexible 30/60/90-day planning checkpoints
- Monthly housing budget and purchase-cash worksheets
- Loan comparison questions and secure document-request tracker
- 18-term glossary and a page for working through concerns
- Home-priority, tour and shortlist comparison sheets
- Offer, inspection, actual-deadline and professional-contact records
- Closing review, payment-verification, closing-day and move-in checklists
- Official reference links and use permission
Files to edit, read and keep
Editable Word
Editable Word file
Read, print or annotate
- A 22-page editable Microsoft Word DOCX master
- A matching 22-page US Letter PDF
- Five sections: The Journey, The Money, The Words, The Search & The Deal, and The Finish Line
From download to ready to use
Keep an unchanged master, create a working copy and follow the instructions included with this resource.
Know exactly what you’re getting
Included
- Editable Word
Not included
- A physical product or shipping
- An Excel spreadsheet
- A Canva template
- Automated financial calculations
- Interactive PDF form fields
Scope
General U.S. educational planning guide. It is not a purchase contract, agency agreement, loan approval, inspection, appraisal, or legal, tax or financial advice. Your signed agreements, lender requirements and local rules control. Use the responsible professionals for transaction-specific decisions. Timelines are planning checkpoints, not promised completion dates. Loan eligibility and down-payment requirements must be confirmed with the lender. Inspection findings require individual evaluation.
Customization
Edit your agent, brokerage, contact and client details in Word, add any required disclosures, adjust the prompts for your market, and export a client PDF. The simple navy-and-white layout is designed for practical reading and printing. Other editors may change the Word layout; check the exported pages before sharing.
Format
Editable Microsoft Word DOCX and matching 22-page US Letter PDF. Edit the Word master, then export your client copy. The PDF is for reading, printing or annotation; it has no interactive form fields. No Canva template, spreadsheet or automated calculation is included.
Related Resources You May Like
Agent Marketing & BusinessMortgage Loan Officer Client Welcome KitFor real estate professionals$57.50
Agent Marketing & BusinessBuyer Representation Agreement Discussion GuideFor real estate professionals$17.50
Agent Marketing & BusinessBuyer Consultation WorkbookFor real estate professionals$27.50
Agent Marketing & BusinessHome Buyer Preparation GuideFor real estate professionals$39.50