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
Shayna & Jordan Seals — Waiting to sell before buying
Budget: $1.2M max (may stretch for right home)
Areas: South Charlotte (Providence Crossing, Berkeley in 28277), Waxhaw, Ballantyne
Schools are a priority — top rated in Mecklenburg County
MUST-HAVES: 5BR, 4000+sqft, natural light, flex/bonus room, office, large kitchen, closed floor plan, garage, backyard, walk-in closet, walkable community
NICE-TO-HAVES: Butler pantry/scullery, mudroom, gated, fireplace, screened deck/sunroom
timeline: After home sells — low priority
Notes
Notes from Ryan:
UPDATE FROM SHAYNA (Feb 2026):
28277 Zip Code Preferences:
- Providence Crossing neighborhood
- Berkeley neighborhood
- Reason: Best schools in Mecklenburg County (per her research)
- Open to other neighborhoods with top-rated schools
Shayna shared a listing that "checks all the boxes" but is slightly over their $1.2M budget. Shows willingness to stretch for the right home.
Note: These neighborhoods narrow the South Charlotte search area — prioritize Providence Crossing and Berkeley when sending listings.
Notes from Ryan:
SHAYNA & JORDAN SEALS — Sell & Buy
LISTING:
- Signed listing agreement
- Plan to list when trees bloom (spring 2026)
- IMPORTANT: Washer/dryer NOT conveying — must be stated in listing agreement before signing
- Pre-market: working on marketing materials & strategy
BUYER CRITERIA ($1.2M max):
Areas: South Charlotte, Waxhaw, Ballantyne
Must-Haves:
- 5 BR (open to 4 if home truly checks all other boxes)
- 4,000+ sqft
- Lots of natural light
- Flex space / bonus room
- Dedicated office space (flexible if everything else aligns)
- Large kitchen
- Closed/traditional floor plan
- Garage
- Backyard
- Primary BR with walk-in closet
- Community feel with walkability (sidewalks important)
Nice-to-Haves:
- Butler pantry or scullery
- Mudroom / drop zone
- Gated community
- Fireplace
- Screened-in deck or sunroom
First meeting: Jan 12, 2026 — toured their home. Sent Listing Agreement and Buyer Rep Agreement via Digisign.