Your Step-by-Step Home Buying Guide

From "thinking about it" to getting the keys — plain English, no jargon.

Pre-Approval
House Hunt
Offer
Inspections
Appraisal
Clear to Close
Keys!
1

Before You Start: Money + Readiness

1.1 Check your budget

  • Look at: Monthly income, debts (car, student loans), and savings.
  • Rule of Thumb: Lenders often want total debts (including new mortgage) to be ≤ ~43% of gross monthly income.

1.2 Understand the costs

Down Payment

  • Conventional: 3–20%
  • FHA: 3.5% (usually)
  • VA/USDA: 0% (if eligible)

Closing Costs

~2–5% of purchase price. Includes lender fees, title fees, prepaid taxes/insurance.

Prepaids

Property taxes & Homeowners insurance (usually 1 year upfront).

Ongoing

Mortgage, Taxes, Insurance, HOA, Utilities, Maintenance.

2

Get Pre-Approved (Before Looking)

You give a lender paystubs, tax returns, and bank statements. They give you a letter saying how much they'll lend you.

Crucial Tip

Don’t open new credit cards, finance a car, or make big purchases during this process. It can kill your approval.

3

Choose Your Team

Agent
Usually free for buyers (seller pays). Explains contracts, negotiates, knows neighborhoods.
Lender
Bank, broker, or online. Compare rates and Loan Estimates.
Title Company
Checks ownership history, issues insurance, handles the money at closing.
4

House Hunting & Making an Offer

Your offer will be formalized in a purchase agreement. Key parts:

    Purchase Price
    Earnest Money (Deposit)
    Financing Type
    Inspection Period (7-15 days)
    Closing Date
    Contingencies (Safety valves)
5

Escrow & Earnest Money

Escrow is a neutral account where your "good faith" money sits. It does NOT go to the seller immediately.

Goes Smoothly? Applied to your down payment.

Cancel Validly? You get it back (e.g., during inspection).

You Default? Seller keeps it.

6

Inspections & Due Diligence

Once "under contract," hire a licensed inspector.

Standard Check:

  • Roof, Plumbing, Electric, HVAC, Structure

Additional Inspections:

  • Pest/Termite Inspection
  • Radon Testing (in certain areas)
  • Specialized inspections as needed
HOA/Condo? Review the budget, rules, and financial health carefully. Check your state's disclosure requirements and cancellation rights.
7

Loan Process & Appraisal

  • 1Full Application: Lender verifies everything.
  • 2Appraisal: Confirms home value. If low, you renegotiate or pay the gap.
  • 3Underwriting: Deep dive into your finances.
  • 4Clear to Close: The green light!
8

Title, Survey, Insurance

Title Search

Ensures seller actually owns the home and there are no hidden liens.

Survey

Shows boundaries and fences. Crucial to avoid disputes.

Insurance

Required by lender. May need additional flood, earthquake, or wind coverage depending on location.

9

Closing Day

WIRE FRAUD WARNING

Never wire money based solely on an email. Call your title company on a verified number to confirm instructions.

Bring:

  • ID (Driver's License/Passport)
  • Cashier's check or wire receipt

You Sign:

  • Closing Disclosure (Final numbers)
  • Promissory Note (The debt)
  • Mortgage ( The collateral)
10

Credit Score & Getting the Best Rate

Your credit score significantly impacts your mortgage rate. Even a 0.5% difference can save tens of thousands over the loan term.

Credit Score Ranges

  • 760+: Best rates available
  • 700-759: Excellent rates
  • 660-699: Good rates
  • 620-659: Higher rates
  • <620: May need FHA or special programs

Quick Credit Improvements

  • Pay down credit card balances
  • Don't close old accounts
  • Dispute errors on credit report
  • Avoid new credit inquiries

Rate Shopping Tip

Get quotes from at least 3 lenders within a 14-day window. Multiple mortgage inquiries in this period count as one credit pull.

11

First-Time Homebuyer Programs

Don't leave money on the table! Many programs exist to help first-time buyers:

State & Local Programs

Most states offer down payment assistance (DPA) grants or low-interest loans. Check your state housing authority website.

FHA Loans

3.5% down, more flexible credit requirements. Good for first-timers with limited savings.

VA Loans (Veterans)

0% down, no PMI, competitive rates. Available to veterans and active military.

USDA Loans (Rural Areas)

0% down for eligible rural and suburban areas. Income limits apply.

12

Red Flags to Watch For

Property Warning Signs

  • Fresh paint covering everything (hiding issues?)
  • Musty smells (mold/water damage)
  • Cracks in foundation or walls
  • Sloped floors
  • Water stains on ceilings
  • Multiple owners in short time

Neighborhood Research

  • Visit at different times of day
  • Check crime statistics
  • Research school ratings (resale value)
  • Look up flood zone maps
  • Check for planned developments
  • Talk to potential neighbors
13

Negotiation Strategies

Making a Strong Offer

✓ Do This

  • • Get pre-approved (not just pre-qualified)
  • • Include earnest money (1-3% typical)
  • • Be flexible on closing date
  • • Write a personal letter to seller
  • • Limit contingencies if possible

✗ Avoid This

  • • Lowball offers in hot markets
  • • Too many contingencies
  • • Long inspection periods
  • • Asking for too many seller concessions
  • • Financing contingencies if paying cash

After Inspection Negotiations

Don't ask for every minor repair. Focus on:

  • Safety issues (electrical, structural)
  • Major systems (roof, HVAC, plumbing)
  • Items that affect insurability

Pro Tip

Instead of asking for repairs, negotiate a credit at closing. This gives you control over who does the work and how it's done.

14

Common Mistakes to Avoid

Making Large Purchases Before Closing

Don't buy furniture, cars, or open new credit cards. Lenders re-check your credit before closing.

Changing Jobs During the Process

Wait until after closing. Job changes can delay or kill your loan approval.

Skipping the Inspection

Even in hot markets, always get an inspection. A $400 inspection can save you from $40,000 in repairs.

Not Budgeting for Maintenance

Plan for 1-2% of home value annually for maintenance. Plus emergency fund for major repairs.

Maxing Out Your Budget

Just because you're approved for $500k doesn't mean you should spend it. Leave room for life.

Ignoring Resale Value

Even if it's your "forever home," life changes. Consider schools, location, and layout that appeal broadly.

15

Understanding Mortgage Types & Rates

Fixed-Rate Mortgage

Rate never changes. Predictable payments. Most popular: 15-year and 30-year terms.

✓ Best for: Long-term stability

Adjustable-Rate (ARM)

Lower initial rate, then adjusts periodically (e.g., 5/1 ARM = fixed 5 years, then annual adjustments).

⚠ Best for: Short-term ownership or refinancing plans

APR vs Interest Rate

Interest Rate: The cost to borrow the principal.

APR (Annual Percentage Rate): Includes interest + fees (origination, points, etc.). Use APR to compare total loan costs between lenders.

Should You Buy Points?

"Points" = prepaid interest. 1 point = 1% of loan amount, typically lowers rate by ~0.25%.

Worth it if: You plan to stay 5+ years and can afford upfront cost.
Skip if: You might move or refinance soon.

16

Tax Benefits & Homestead Exemption

Mortgage Interest Deduction

Deduct interest paid on loans up to $750k (married) or $375k (single). Most valuable in early years when interest is highest.

Property Tax Deduction

Deduct up to $10,000 in state and local taxes (SALT cap). Includes property taxes.

Capital Gains Exclusion

Exclude up to $250k (single) or $500k (married) in profit when you sell, if you lived there 2 of last 5 years.

Homestead Exemption

Reduces your home's taxable value. File with your county by the deadline (often March 1st). Can save hundreds to thousands annually.

17

Moving & Post-Purchase Checklist

Immediate (Day 1-7)

    Change all locks and garage codes
    Test smoke/CO detectors
    Locate main water shutoff
    Locate electrical panel
    Set up utilities (electric, gas, water)
    Update address with USPS

First Month

    Update driver's license
    Register to vote
    File homestead exemption
    Set up home security system
    Schedule HVAC maintenance
    Deep clean carpets/ducts

Ongoing Maintenance Schedule

Monthly

  • • Replace HVAC filters
  • • Test smoke detectors
  • • Check for leaks

Seasonally

  • • Clean gutters
  • • Service HVAC
  • • Check caulking
  • • Inspect roof

Annually

  • • Chimney inspection
  • • Water heater flush
  • • Pest inspection
  • • Review insurance
18

Final Checklist: Are You Ready?

Before you start house hunting, make sure you have:

Emergency Fund

3-6 months expenses saved

Down Payment Saved

Plus closing costs (2-5%)

Stable Income

2+ years employment history

Good Credit Score

620+ minimum, 740+ for best rates

Low Debt-to-Income

Under 43% including new mortgage

Long-Term Plans

Planning to stay 5+ years

Remember:

Buying a home is one of the biggest financial decisions you'll make. Take your time, do your research, and don't let anyone pressure you into a decision you're not comfortable with. The right home at the right price will come along.

Ready to run the numbers?