Our Progress Together
Our Progress Together
One place for every milestone, note, and next step — grouped by phase. Your progress is saved on this device; cross-device sync is not yet enabled.
Your Home-Buying Progress
0%
Next Up
Phase One — Getting Started
Review goals and timeline
Phase One — Getting Started
Identify property needs
Phase One — Getting Started
Discuss comfortable housing costs
Agent editing view
Official transaction milestones are access-controlled. Visitors cannot alter them.
Your Preparation (editable by you)
Personal tasks you can check off yourself — 0% complete.
Discuss goals and timeline as a family
Review comfortable monthly payment range
Gather financial documents for lender
Finalize must-haves and dealbreakers
By Phase
Phase One — Getting Started
0%Review goals and timeline official
Identify property needs official
Discuss comfortable housing costs official
Explain the buying process official
Confirm property search preferences official
Explain agency relationships official
Review representation services and compensation official
Discuss negotiable terms official
Complete required disclosures official
Review and sign the applicable buyer-representation agreement before touring official
Phase Two — Preparing Financially
0%Introduce a mortgage professional official
Review available loan options official
Discuss down payment and closing costs official
Establish a comfortable monthly payment official
Receive and review preapproval when available official
Confirm condominium financing eligibility official
Phase Three — Finding the Right Property
0%Review suggested properties official
Schedule showings official
Tour homes official
Record likes and concerns official
Compare total ownership costs official
Narrow the shortlist official
Review comparable sales official
Evaluate asking price official
Research condo maintenance costs official
Investigate HOA financials and insurance official
Review potential special assessments and other risks official
Determine whether a property meets their priorities official
Phase Four — Making an Offer
0%Review market value official
Decide on a proposed price official
Discuss deposit, financing, contingencies, and timelines official
Review closing costs and concessions official
Submit an offer official
Negotiate any counteroffers official
Phase Five — Under Contract
0%Confirm fully executed purchase agreement official
Open escrow with the selected title/escrow company official
Submit the earnest-money deposit as required official
Record contractual deadlines official
Arrange property inspection official
Review material findings official
Review seller disclosures official
Review condominium governing documents and HOA information official
Check reserve study, meeting minutes, insurance, assessments, and any relevant litigation official
Review flood-risk information and insurance requirements official
Discuss requests, negotiations, or termination rights under the contract official
Complete lender documentation official
Confirm condo/project eligibility official
Order or review appraisal official
Satisfy underwriting conditions official
Review updated financing and closing-cost figures official
Confirm insurance coverage official
Complete remaining contingency requirements official
Review the Closing Disclosure and settlement documents official
Arrange funds through independently verified escrow instructions official
Schedule final walkthrough official
Complete required signing official
Confirm funding and recording official
Verify closing and possession official
Receive keys when authorized official
Celebrate the purchase! official
Progress is stored locally in your browser (localStorage) and is not synchronized across devices. Architecture is prepared for an authenticated, shared buyer portal later. Official transaction milestones (offer, escrow, inspections, appraisal, closing) are never auto-marked complete — only the agent advances them.