Transaction and portal training for home buyers

Recommended workflow

1. 01

   Request—then wait for confirmation

   A showing request is not an appointment until the listing or leasing team confirms it in writing.

2. 02

   Review the whole property package

   For condos and HOAs, read budgets, declarations, rules, meeting records, insurance information, and resale materials with your advisers.

3. 03

   Organize inspection findings

   Separate safety, system, maintenance, cosmetic, and future-planning items so decisions stay clear.

4. 04

   Ask role-specific questions

   Direct financing to the lender, legal matters to counsel, title to the title company, and property operations to management or the association.

5. 05

   Track conditions and dates

   Keep written confirmation of inspections, document receipt, contingency decisions, and closing requirements.