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
Relocating from San Diego. Lease ends end of May 2026. No referral fee. Wife Lauren Sandquist.
timeline: May 2026 — lease ends
Notes
Sent intro email connecting Max & Lauren to lender Ali Dubois (alidubois@atlanticbay.com) on 2/16/2026 for pre-approval.
Buyer lead. Currently in San Diego, lease ends end of May 2026. Moving to Charlotte. No referral fee. Wife: Lauren Sandquist. Stay connected until lease ends.