Buyer Checklist
Your step-by-step guide to buying in Northeast Florida
From the first pre-approval conversation to the keys in your hand, here is exactly what to expect — and what I handle for you along the way.
- 1
Get pre-approved
Know your true budget before you fall in love with a house.
- Meet with a local lender and compare loan programs (conventional, FHA, VA, USDA in rural Northeast Florida).
- Gather pay stubs, W-2s, tax returns and bank statements.
- Understand your monthly payment including taxes, insurance and any HOA/CDD fees.
- Get a written pre-approval letter — Jacksonville sellers expect it with every offer.
- 2
Define needs vs. wants
A clear list keeps the search focused and fast.
- Non-negotiables: bedrooms, baths, commute, school zone, single story, acreage or water access.
- Nice-to-haves: pool, dock, garage size, finishes, yard.
- Neighborhood shortlist — beaches, Riverside, Mandarin, Nocatee, Fleming Island, Clay and Nassau counties.
- Think about flood zone, insurance costs and long-term resale.
- 3
Work with an agent
One advocate who represents only your interests.
- Sign a buyer representation agreement so my duty of loyalty is to you.
- Get on an automated MLS search with instant new-listing alerts.
- Tap my local network for coming-soon and off-market opportunities.
- 4
The home search
Tour smart, take notes, compare honestly.
- Group showings by area to see more homes in less time.
- Photograph and rate each home the same day you see it.
- Watch for roof age, HVAC age, moisture, foundation and window condition.
- Review recent comparable sales before you get attached.
- 5
Making an offer
Price is only one part of a winning offer.
- Review a CMA to determine a fair, competitive price.
- Decide on earnest money, closing date, inspection period and financing contingency.
- Consider seller concessions toward closing costs or a rate buy-down.
- I negotiate the terms and keep you informed at every counter.
- 6
Home inspection
Your window to verify condition and renegotiate.
- Schedule a general inspection immediately; add WDO/termite, roof, septic or well as needed.
- Attend the walkthrough at the end if you can.
- Request repairs, a credit, or a price reduction within the inspection period.
- Get quotes on any major item before you decide.
- 7
Appraisal
The lender confirms the home is worth the price.
- Lender orders the appraisal after inspection resolution.
- If it appraises low, we renegotiate, bring extra cash, or dispute with better comps.
- Avoid new debt or job changes while underwriting is open.
- 8
Closing costs
Budget beyond the down payment.
- Typically 2–5% of purchase price in Florida: title, lender fees, prepaid taxes and insurance.
- Bind homeowners insurance early — Florida carriers need lead time.
- Review the Closing Disclosure at least three days before closing.
- 9
Closing day
Sign, fund, and get the keys.
- Final walkthrough within 24 hours of closing.
- Bring a photo ID and wired funds (never trust emailed wire changes — call to verify).
- Sign at the title company, then transfer utilities and change the locks.
Ready to start your search?
Let's talk about your budget, your must-haves and the neighborhoods that fit.
Get started