Buyer Checklist
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GETTING STARTED
Signed Buyer Representation Agreement
Pre-Approval Letter Received
Buyer Consultation Complete
Set Up Property Search Alerts
Identify Target Neighborhoods
ACTIVELY SHOPPING
Showings Scheduled
Properties Toured
Offer Strategy Discussion
OFFER & NEGOTIATION
Offer Submitted
Counter-Offer / Negotiation
Offer Accepted / Under Contract
DUE DILIGENCE
Earnest Money Deposited
Home Inspection Scheduled
Home Inspection Complete
Inspection Negotiations / Repairs
Appraisal Ordered
Appraisal Complete
Survey Ordered
Survey Complete
Title Search Initiated
HOA Documents Reviewed
Homeowners Insurance Bound
Wire Fraud Warning Sent
CLOSING
Clear to Close from Lender
Closing Disclosure Reviewed
Final CD Sign Off from Ryan
Final Walk-Through Scheduled
Final Walk-Through Complete
Closing Day
Keys Handed Off
MLS Updated to Closed
Commission Confirmed
Request Review and Referral Via Email
90-Day Post-Close Follow-Up
Details
Alexa & Matt Evans — Actively shopping
Budget: $3M target (stretch to $3.5M)
Lot: 0.4+ acres, flat, pool, walkable
House: 4,500-5,000 sqft, semi-custom
Areas: Wendover, Sedgewood, Myers Park, Providence Park
No: Cotswold, South Park, Mammoth Oak, Starmount
hotlead: yes
Notes
Feb 16 — Sent recap email to Alexa & Matt. Covered budget (3M target, 3.5M stretch), target areas (Wendover, Sedgewood, Myers Park, Providence Park, Freedom Park), lot reqs (0.4+ acres, flat, pool), semi-custom build strategy, next steps (update alerts, reach out to builders like Keen/Westwood, spring inventory). CCd Ally and Ryan HM.
CALL NOTES — Feb 16, 2026
BUDGET: Target $3M, could stretch to $3.5M for perfect opportunity. Not going to $3.8M.
LOT: Min 0.4 acres (0.35 for right deal). Flat, functional yard, pool. Walkable streets for kids.
HOUSE: 4,500-5,000 sqft. Semi-custom — want early engagement with builder on design/finishes. No all-white. Want character.
AREAS:
• YES: Wendover, Sedgewood, Myers Park, Providence Park, Freedom Park
• Love: Vernon Dr, Providence Dr, Rembrandt, Cavendish, Westbury
• NO: Cotswold, South Park/Barclay Downs, Mammoth Oak, Starmount
• No major roads or strip malls nearby
STRATEGY: Open to lot purchase + semi-custom OR early-stage spec. Want to connect with builders (Keen, Westwood) to get on radar for lot opportunities. Interested in creative financing (loan assumption for rate savings).
Alt option: Buy smaller spec for 5-10 yrs, go big later — but only for right deal.
Theyve been self-touring open builds. Liked Westwood functionality, thought finishes basic/overpriced. Frustrated with lot splitting in Myers Park.
NEXT STEPS:
1. Update search alerts to narrowed areas
2. Send recap email
3. Intro to builders for lot opportunities
4. Spring market should bring more inventory
Partner: Matt Evans (evansm05@vt.edu). Keep together under one contact.
The following 1 contacts were merged into this person:
Matt Evans
Purchased 19319 Betty Stough Rd, Cornelius, NC on 9/6/2024. Want to wait until 2-year mark (9/6/2026) before selling. Follow up in May 2026 to discuss listing.
Purchased 19319 Betty Stough Rd, Cornelius, NC on 9/6/2024. Want to wait until 2-year mark (9/6/2026) before selling. Follow up in May 2026 to discuss listing.
Call scheduled for Monday Feb 16 at 12:45 PM EST with Alexa and Matt Evans to discuss land opportunities in Myers Park and surrounding areas.
Call scheduled for Monday Feb 16 at 12:45 PM EST with Alexa and Matt Evans to discuss land opportunities in Myers Park and surrounding areas.