Prepare to Buy a Home with the Home Buyer Workbook

This easy-to-use guide begins with the basics—who you are, how you prefer to communicate, and your current living situation—so your agent can understand your needs at a glance. From there, it walks you through setting your buying goals, including your ideal move-in date, budget, and whether you’re already pre-approved for a mortgage.

The workbook also helps you get specific about what you’re looking for in a home. You’ll identify your must-haves, deal-breakers, and top three priorities, from the number of bedrooms to the perfect neighborhood vibe. These details help your Realtor zero in on the right properties, saving you time and frustration.


Perhaps most importantly, the Home Buyer Workbook captures your expectations for working with your Realtor—how often you want updates, the best times to reach you, and any past experiences that shaped your preferences. This ensures your home search is a true partnership.

Once you’ve completed the workbook, your ROOST professional will meet with you for a 40–50 minute strategy session. Together, you’ll review your answers, explore the MLS in real time, and map out a plan to take you from first showing to final closing with confidence.

With the Home Buyer Workbook, you’re not just house hunting—you’re setting yourself up for a smart, focused, and stress-free home buying journey.