Guides + Printables

Guides and printables

In-depth guides for your next move, plus one-page checklists to print and keep.

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Buyer Guide

Seller Guide

In-depth

Guides

Start-to-finish reads on buying, selling and investing in the Triangle.

Investor9 pages | PDF

Investor Guide

Strategies, how to run the numbers, financing options and a deal walkthrough.

What's inside

Why the Triangle, and how I help
Long-term rental, house hack, flip and short-term
Cash flow, cap rate and cash-on-cash, explained
Financing basics: conventional, DSCR, fix-and-flip
Need funding? Meet Amie
From idea to keys, step by step
Your starter checklist

Download the guide Explore the Investor Hub →

Buyer12 pages | PDF

Buyer Guide

The NC home buying process from pre-approval to keys, in plain English.

What's inside

Getting pre-approved and planning your cash
Your buyer agreement, and why it comes before touring
What to look for on a tour
Your offer: due diligence fee, earnest money and the due diligence period
Inspections, repair requests and the appraisal
Closing costs and your NC attorney closing
A one-page timeline and questions to ask

Download the guide Explore the First-Time Buyer Hub →

Seller12 pages | PDF

Seller Guide

Pricing, prep, photos, offers and closing, explained step by step.

What's inside

How we land on the right price
Prep, repairs and your seller disclosures
Staging and photo day
Listing, showings and buyer agent pay
Comparing offers, including multiple offers
Due diligence, repairs and the appraisal
The closing attorney, moving out and a timeline

Download the guide Explore the Sell to Buy Hub →

Not sure where to start?

Pick Your Path points you to the right place in a few clicks.

Pick your path

Print and keep

Printable checklists

One-page checklists to print and check off as you go.

Checklist1 page | PDF

Investor Starter Checklist

Your first steps before you buy an investment property.

What's inside

Pick your strategy
Line up your financing
Numbers to gather before you offer
What to check in due diligence
Your team

Download the checklist

Worksheet1 page | PDF

Needs vs Wants Worksheet

Sort your must-haves from your nice-to-haves before you tour.

What's inside

Need, want or skip for 20 common features
Your top needs and deal breakers
Areas you like
Comfortable payment and move date

Download the worksheet Use it online →

Notes sheet1 page | PDF

Home Tour Notes

One sheet per home, so tours don't blur together.

What's inside

Address, price and the basics
Rate each part of the home
Details to check on the tour
Loved it, not so much, questions

Download the notes sheet

Checklist1 page | PDF

Closing Day Checklist

The last stretch before keys, from insurance to wiring safely.

What's inside

After due diligence
Closing week, including wiring safely
What to bring
After you sign

Download the checklist

Checklist1 page | PDF

Pre-Listing Prep Checklist

Get your home ready to list, room by room.

What's inside

Every room, kitchen and baths
Outside
Paperwork
Showing plan and photo prep

Download the checklist Use it online →

Checklist1 page | PDF

Moving Day Checklist

From booking the truck to your first night in the new place.

What's inside

Change your address and utilities
The week before
Moving day
Your first night box

Download the checklist

Let's talk

Ready when you are.

A guide is a great start. A short call turns it into a plan.

Book a callor call or text 919-816-6591