Your Buying & Selling Journey With The Southside Group
Whether you are buying, selling, or completing both transactions, this client resource center explains the major steps and gives you quick access to helpful guides.
Selling Your Home
From preparing your home and launching the listing to negotiating an offer and completing closing, your agent will help coordinate the process and keep you informed.
Pre-Listing Preparation
- Meet with your agent to discuss goals, timing, pricing, and property condition.
- Gather ownership, improvement, utility, permit, warranty, and HOA information.
- Complete priority repairs or improvements recommended by your agent.
- Declutter, depersonalize, clean, and prepare each room for professional photography.
- Confirm the photography and listing launch schedule.
Coming Soon & Listing Stage
- Review and sign the listing agreement and required disclosures.
- Confirm the listing price and property details.
- Your agent will prepare photography, property descriptions, MLS information, and marketing.
- Prepare for private showings, agent appointments, and possible open houses.
- Keep the home clean, accessible, secure, and ready for scheduled buyers.
Offer Review & Negotiation
- Review each offer with your agent, including price, financing, contingencies, credits, and closing date.
- Compare the financial strength and possible risks of each offer.
- Accept, reject, or counter the terms based on your priorities.
- Complete signatures and confirm all contract deadlines after reaching an agreement.
Under Contract
- Prepare for the buyer's inspections, appraisal, financing, title review, and other contract requirements.
- Review inspection requests and negotiate repairs or credits when applicable.
- Provide requested property, HOA, condominium, well, septic, or other documents promptly.
- Maintain the property in its agreed condition until settlement.
- Stay in contact with your agent about deadlines and closing preparations.
Closing & Post-Closing
- Review closing documents and settlement figures before signing.
- Coordinate moving, utility cancellation, mail forwarding, and key delivery.
- Remove personal property and leave the home in the condition required by the contract.
- Sign the final documents and complete the ownership transfer.
- Confirm the delivery of sale proceeds and retain copies of important records.
Seller Guides & Checklists
Buying a Home
Once your offer is accepted, your agent will help you manage inspections, financing, appraisal, title work, the final walkthrough, and closing.
Under Contract
- Review the fully signed contract and add every deadline to your calendar.
- Submit the earnest money deposit using the approved instructions and required timeframe.
- Schedule property inspections and any specialized evaluations allowed by the contract.
- Review inspection findings with your agent and determine whether to request repairs, credits, or other resolutions.
- Provide your lender with the contract and any requested documents.
Loan Approval & Appraisal
- Complete the mortgage application and respond promptly to lender requests.
- Avoid new credit, major purchases, job changes, or moving funds without first speaking with your lender.
- Review the appraisal and address any lender conditions.
- Confirm homeowners insurance and provide the required information to the lender.
- Review loan disclosures and prepare for final underwriting approval.
One Week Before Closing
- Confirm the closing date, location, identification requirements, and funds needed.
- Arrange utilities, services, insurance, and moving plans.
- Review the Closing Disclosure and ask questions about unexpected amounts.
- Confirm how closing funds must be delivered and independently verify wire instructions.
- Schedule the final walkthrough with your agent.
Final Walkthrough & Closing
- Complete the final walkthrough to confirm the property's agreed condition.
- Verify that negotiated repairs and included items are present.
- Attend the closing appointment and sign the final documents.
- Complete funding and ownership transfer requirements.
- Receive the keys and possession according to the purchase contract.
Post-Closing
- Keep copies of your contract, settlement statement, inspection, appraisal, and loan documents.
- Update your address, locks, security codes, and important service accounts.
- Review maintenance needs and create a schedule for ongoing home care.
- Celebrate becoming a homeowner and enjoy your new home.
Buyer Guides & Checklists
Track Your Transaction From Contract to Closing
The Shaker Client Portal gives you one place to review tasks, upload documents, follow important dates, and stay informed throughout your transaction.
