how buying with treg works.
A clear, step-by-step path from first conversation to closing — built to help you feel organized, informed, and confident at every stage of your home search.
a simple framework for a big decision
Every buyer’s situation is different — but the framework we use stays consistent. Our goal is to give you clear expectations, honest guidance, and a roadmap you can actually follow, without getting lost in the noise.
Below is the high-level process we walk through with our buyers. Think of it as your template — we’ll adjust the timeline, pace, and focus based on your budget, life stage, and how quickly you’re hoping to move.
step-by-step: buying with the templeton real estate group
-
Step 1: Start with a conversation
We’ll talk through your budget, ideal timing, preferred neighborhoods, and what “a win” looks like for you. This is also where we answer your big-picture questions about the market, process, and next steps. -
Step 2: Align on budget & pre-approval
If you’re financing, we’ll help you connect with a trusted lender (or collaborate with your preferred one) to get pre-approved. This shapes your search and gives you real numbers to work with — not just guesses from an online calculator. -
Step 3: Refine neighborhoods & property type
Together, we’ll compare neighborhoods, building styles, and property types — condo vs. single-family, city vs. suburbs, newer vs. vintage, and more. You’ll get a realistic sense of what’s available at your price point in different areas. -
Step 4: Curate and tour homes
We’ll send you properties that actually fit your criteria — not just everything that hits the market. From there, we’ll schedule tours in a way that makes sense with your schedule, grouping showings to make the most of your time. -
Step 5: Evaluate and compare your options
As you see homes, we’ll talk through the pros, cons, and trade-offs of each one. We’ll look at price, location, condition, building health, and future resale potential — and we’ll be honest if something feels off. -
Step 6: Craft a strategy & write the offer
When you’re ready to move forward, we’ll walk you through recent comparable sales, recommended pricing, and offer terms. We’ll tailor the offer to the home and the situation — whether it calls for a stronger price, cleaner terms, or more creative structure. -
Step 7: Attorney review & inspection
Once your offer is accepted, we’ll guide you through inspection and attorney review. We’ll help you understand inspection findings, discuss what’s normal, and work with your attorney to negotiate any requested repairs or credits. -
Step 8: Final steps & closing day
As you approach closing, we’ll help coordinate final details: lender conditions, appraisal, final walkthrough, and logistics for move-in. By the time you get the keys, you’ll know exactly what to expect.
what we’re handling behind the scenes
While you’re focusing on which home feels right, we’re focused on everything that needs to work in the background.
- Coordinating showings and access with listing agents and owners
- Monitoring new listings and price changes that match your criteria
- Pulling comps and data so your offers are grounded in reality
- Communicating with lenders, attorneys, and other key partners
- Tracking dates, deadlines, and contingencies through closing
when to reach out
You don’t have to have everything figured out to start the conversation. In fact, some of the best results come when we connect early — before you’re ready to “pull the trigger” — so we can help you map out a realistic timeline and game plan.
Whether you’re six months out, just starting to research neighborhoods, or already pre-approved and ready to tour, we’ll meet you where you are and build from there.