Prepare to Buy a Home with the Home Buyer Workbook

The ROOST 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.

The living situation and buying goals pages of the ROOST Home Buyer Workbook
The what you're looking for page of the ROOST Home Buyer Workbook, listing must-haves and deal breakers
The what you expect from your Realtor page of the ROOST Home Buyer Workbook


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.

Find Your Next ROOST™

Whether you are looking for your first home, your next home, or your forever home, you only get one chance to “Buy Right.” Check out our All Things Real Estate podcast series, “10 Tips to Win a Bidding War” for tips on competing smarter in today’s real estate market.

PLUS… Whenever you’re ready here are 3 more ways we can help you find your next property:

  1. Ready to start your search? Check out the homes for sale in Columbus, Springfield, Dayton, Urbana, and Florida’s Space Coast.
  2. Want more practical tips for buying a home? Our ever-growing library of books, blog posts, podcast episodes, masterclasses, documents, and other tools is at your fingertips. Learn More at The All Things Real Estate Resource Hub
  3. Interested in working with ROOST to purchase a property? Learn more and schedule a free consultation at BuyWithROOST.com
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