The Arc of Homeownership
June is National Homeownership Month, and SMART has gathered some of our favorite real estate resources for buyers, owners, and sellers!
People typically follow similar steps in the homeownership process, and we like to think of it as three distinct steps in the Arc of Homeownership:
- Buying a home
- Owning a home
- Selling a home
Whether buyers are ready to buy their first home, they are happily living in their current one, or are ready to move up to a larger place or downsize for retirement, these resources give clients the knowledge they need at every stage!
June is National Homeownership Month, and SMART has gathered some of our favorite real estate resources for buyers, owners, and sellers!
People typically follow similar steps in the homeownership process, and we like to think of it as three distinct steps in the Arc of Homeownership:
- Buying a home
- Owning a home
- Selling a home
Whether buyers are ready to buy their first home, they are happily living in their current one, or are ready to move up to a larger place or downsize for retirement, these resources give clients the knowledge they need at every stage!
Home Buying
More than 30% of buyers are first-time home buyers (source: NAR). For those going through the process for the first time, it is important that they understand each step and feel like they are working with a team that will keep them informed along the way.
- Budget and Lending
- Private lending
- Questions to ask your lender
- Home budget worksheet
- Home Search
- Home requirements worksheet
- Automatic emails sent from the Realtor
- Offers and Contracts
- Strategies for Competitive Offers
- Title Insurance and Services
- Choose a Title Insurance Policy
- Title FAQ
- Common Title Issues
- Set Up Utilities
- DC
- NoVA
- MD
- Miami-Dade County
- Closing
- Closing Process
- Post-Settlement Occupancy
- Post-Closing FAQ
- Moving Checklist
Homeownership
Owning a home has incredible benefits, and it is vital that you take care of this investment.
- Tax Credits, Exemptions, and Advantages
- Home Maintenance and Repairs
- Spring Checklist
- Fall Checklist
- Wealth Preservation
- Trusts
- Track the home value and market conditions with Homebot or other calculators
- Refinancing Your Mortgage
Selling Your Home
Life happens: your household gross or shrinks, your job or income changes, you change your lifestyle…When it is time to sell your home, it is important that you have a plan in place.
- Home Seller Checklist
- Property Disclosure Requirements
- Engaging the Lender and Realtor
- Prep for Retirement, Medicaid, Medicare, etc.
- Close with Out-of-Town Buyer
- Moving Checklist
Homeowners in the DC region and in counties around Miami, Florida, own their homes for fewer years than the national average (Source: NAR). This means you likely have clients who will make a few trips on the arc in their lifetime!
Home Buying
More than 30% of buyers are first-time home buyers (source: NAR). For those going through the process for the first time, it is important that they understand each step and feel like they are working with a team that will keep them informed along the way.
- Budget and Lending
- Private lending
- Questions to ask your lender
- Home budget worksheet
- Home Search
- Home requirements worksheet
- Automatic emails sent from the Realtor
- Offers and Contracts
- Strategies for Competitive Offers
- Title Insurance and Services
- Choose a Title Insurance Policy
- Title FAQ
- Common Title Issues
- Set Up Utilities
- DC
- NoVA
- MD
- Miami-Dade County
- Closing
- Closing Process
- Post-Settlement Occupancy
- Post-Closing FAQ
- Moving Checklist
Homeownership
Owning a home has incredible benefits, and it is vital that you take care of this investment.
- Tax Credits, Exemptions, and Advantages
- Home Maintenance and Repairs
- Spring Checklist
- Fall Checklist
- Wealth Preservation
- Trusts
- Track the home value and market conditions with Homebot or other calculators
- Refinancing Your Mortgage
Selling Your Home
Life happens: your household gross or shrinks, your job or income changes, you change your lifestyle…When it is time to sell your home, it is important that you have a plan in place.
- Home Seller Checklist
- Property Disclosure Requirements
- Engaging the Lender and Realtor
- Prep for Retirement, Medicaid, Medicare, etc.
- Close with Out-of-Town Buyer
- Moving Checklist
Homeowners in the DC region and in counties around Miami, Florida, own their homes for fewer years than the national average (Source: NAR). This means you likely have clients who will make a few trips on the arc in their lifetime!
