| Rudy Flores · (619) 392-6714 · Personal Real Estate Liaison, Realtor® · CalDRE #02257808 · Responsible Broker CalDRE #01481919
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Getting Started

First-Time Buyer: The 10 Steps

A friendly checklist from first budget to keys, built for people buying for the first time.

GETTING STARTED · SEPTEMBER 2026

Buying your first home can feel like a big puzzle, but it is really ten clear steps. Here they are in order, so you always know what comes next.

1. Get your money picture clear

Look at your income, savings, monthly debts and credit. The affordability calculator shows a comfortable range and a stretch range in about a minute.

2. Talk to a lender and get pre-approved

A pre-approval letter shows sellers you are serious and tells you exactly what you can borrow. Rudy can introduce you to lenders who explain things clearly.

3. Choose your must-haves

Location, size, layout, commute, outdoor space, HOA or no HOA. Splitting your list into must-haves and nice-to-haves keeps the search focused and fun.

4. Sign a buyer agreement with your agent

California buyers sign a written agreement with their agent before touring homes. It spells out how the agent is paid, and the terms are negotiable. See how it works.

5. Tour homes and watch the market

Look at the market report for your ZIP so you know how quickly homes are moving and how much room there is to negotiate.

6. Write your offer

Price is only one part. Terms, timing and contingencies matter too. Read how to write an offer that wins.

7. Open escrow and do your inspections

Once your offer is accepted, a neutral escrow company holds your deposit and paperwork while you inspect the home and review the disclosures. See the day-by-day timeline.

8. Finalize your loan and insurance

Your lender orders an appraisal and finishes underwriting. Line up your homeowners insurance early so it is ready for closing.

9. Do a final walk-through

A day or two before closing you confirm the home is in the agreed condition.

10. Sign, fund and get the keys

You sign the closing documents, your funds are delivered to escrow, the deed is recorded, and the home is yours.

Talk to a lender. Rates, loan programs and approvals come from lenders, not from websites or real estate agents. Talk to your own mortgage broker, or use our preferred lender, Rodrigo Ballon with CrossCountry Mortgage, at 858-735-0255. You are always free to choose any lender you like, and you can verify any lender’s license at nmlsconsumeraccess.org.

General information only, not legal, tax or financial advice. Programs and rules change, so confirm details with your lender, escrow officer and tax professional.

More in Buyer Guides

General information only, not legal, tax or financial advice. Programs, rules and limits change, so confirm details with your lender, escrow officer, attorney or tax professional.

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