01
Before you look at a single house
The first meeting is not about houses. It is about defining the target: the price ceiling you are genuinely comfortable with, the areas you want to be in, the architecture and lot you respond to, the square footage and layout that fit how you live, and the date by which you want to be moved.
This step feels slow and it is the single largest time saver in the process. A defined target turns a search of hundreds of homes into a short list of a handful. Without it, buyers tour for months, get progressively less certain about what they want, and eventually make an offer out of fatigue rather than conviction.
It also gives you a way to say no quickly, which matters more than it sounds. In a market where good homes go under contract in days, the buyer who can decide in an afternoon has an advantage over the buyer who needs a week to reconcile what they are looking at with what they said they wanted.
- Price ceiling and the monthly number behind it
- Areas and proximity to your work and the places you actually go
- Property type, lot size, age and architectural style
- Must-haves versus things you would fix or add later
- Move-in date and what is driving it
