The Playbook

Walk in better prepared than anyone else.

14 practical North Carolina guides. Every one has a checklist, a tool where it helps and links to the official sources, so you can act on it today.

The library

Every guide, ready to use.

How Buying a Home in North Carolina Actually Works01Buying

How Buying a Home in North Carolina Actually Works

Know exactly what happens, in what order, before you write your first offer in North Carolina.

  • The North Carolina terms that trip up newcomers: due diligence fee, earnest money and attorney closings
  • The five steps from pre-approval to keys
3 min · Checklist · Deadline calculator · SourcesOpen guide
Working With a Real Estate Agent in North Carolina: What the Brochure Means02Buying

Working With a Real Estate Agent in North Carolina: What the Brochure Means

Before you share your budget or your timeline with any agent, understand the one form that says whose side they are on.

  • What the “Working With Real Estate Agents” disclosure is, and what it is not
  • When you must receive it and why you are asked to sign it
3 min · Checklist · SourcesOpen guide
Your North Carolina Due Diligence Period: A Buyer's Checklist03Buying

Your North Carolina Due Diligence Period: A Buyer’s Checklist

The due diligence period is your best protection as a North Carolina buyer. Here is how to use every day of it.

  • What the due diligence fee actually buys you, and where the money goes
  • Why extensions must be in writing
3 min · Checklist · Deadline calculator · SourcesOpen guide
Closing Costs in North Carolina: Who Pays What04Money

Closing Costs in North Carolina: Who Pays What

No surprises on closing day: what typically shows up, who usually pays, and what is already credited to you.

  • The seller-paid state excise tax on deeds, and how to calculate it
  • The costs buyers commonly pay
3 min · Checklist · Tax calculator · SourcesOpen guide
Selling Your Home in North Carolina: Disclosures and Process05Selling

Selling Your Home in North Carolina: Disclosures and Process

From price strategy to the disclosure forms, here is the seller playbook for North Carolina.

  • Which disclosure forms you will complete, and what “No Representation” really means
  • How offers should be compared beyond the headline price
3 min · Checklist · Tax calculator · SourcesOpen guide
Wake and Durham County Property Tax Revaluations: What Buyers Should Know06Money

Wake and Durham County Property Tax Revaluations: What Buyers Should Know

Your tax bill depends on two things: your assessed value and the rate. Here is when each county resets the first one.

  • Wake County: next revaluation January 1, 2027, then every two years
  • Durham County: current reappraisal January 1, 2025; next scheduled for 2029
3 min · Checklist · Tax estimator · SourcesOpen guide
Moving to North Carolina: A New-Resident Checklist07Relocating

Moving to North Carolina: A New-Resident Checklist

A practical new-resident checklist for the Triangle, starting with the deadline most people miss.

  • The 60-day NCDMV deadline for your license and vehicle
  • What to verify before you commit to a town
3 min · Checklist · Deadline calculator · SourcesOpen guide
Relocating to the Triangle: How to Choose the Right Town08Relocating

Relocating to the Triangle: How to Choose the Right Town

Start with how you want your days to feel, then match the town to the life.

  • How the Triangle’s towns differ in personality
  • Tips for long-distance movers
3 min · Checklist · SourcesOpen guide
Mortgage Loan Types Explained: Conventional, FHA, VA and USDA09Money

Mortgage Loan Types Explained: Conventional, FHA, VA and USDA

Learn the vocabulary before you meet a lender, so you can ask sharper questions and compare offers with confidence.

  • What conventional, FHA, VA and USDA loans are, in plain English
  • Fixed versus adjustable rates and why mortgage insurance matters
3 min · Checklist · SourcesOpen guide
Buying an Investment Property in the Triangle: What to Understand First10Money

Buying an Investment Property in the Triangle: What to Understand First

Settle the big questions first: goals, financing, taxes, landlord duties and fair housing.

  • Why financing and taxes differ for investment properties
  • The numbers to run with your lender, CPA and attorney
3 min · Checklist · SourcesOpen guide
Downsizing Without the Stress: A Sell-and-Buy Timeline11Selling

Downsizing Without the Stress: A Sell-and-Buy Timeline

A realistic timeline for selling your current home and buying a smaller one, including the sell-first or buy-first question.

  • A 6-to-12-month planning timeline
  • The tradeoffs of selling first, buying first or coordinating closings
3 min · Checklist · SourcesOpen guide
How to Read a Real Estate Market Report12Money

How to Read a Real Estate Market Report

Median price, days on market, months of supply: what each number means and where the traps hide.

  • What the key market statistics measure
  • Five traps that make reports misleading
3 min · Checklist · SourcesOpen guide
Fair Housing: What Buyers, Sellers and Renters Should Know13Buying

Fair Housing: What Buyers, Sellers and Renters Should Know

What fair housing law protects, how I work to honor it, and what to do if you think you were treated unfairly.

  • The protected classes under federal and North Carolina law
  • What to expect from me: equal service and no steering
3 min · Checklist · SourcesOpen guide
Choosing Your Lender, Attorney and Inspector: Your Right to Shop14Buying

Choosing Your Lender, Attorney and Inspector: Your Right to Shop

You choose every professional on your transaction. Here is how to compare them, and what the law says about referrals.

  • Your right to choose your own providers
  • What RESPA says about referral fees and kickbacks
3 min · Checklist · SourcesOpen guide
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