You’ve done it—you’re officially under contract on the purchase or sale of a home. Whether this is your first time, or it’s just been a while since your last transaction, the journey ahead may feel a little unclear—especially in California, where local customs and requirements can differ from your other experiences.

That’s where this five-part blog series comes in. Over the next few blog posts, we’ll walk you through the major steps that follow after going under contract, so you’ll know what to expect and when. Whether you’re buying or selling, this guide is here to keep you informed and prepared every step of the way.

Here’s what the series will cover:

  1. Escrow Process
  2. Disclosures & Investigation Responsibilities
  3. Financing Process
  4. Pre-Closing & Final Steps

Each subsequent post in this series will be split into two parts—one tailored for buyers, one for sellers—because the concerns and responsibilities can differ greatly depending on your role in the transaction.

A Quick Recap: How You Got Here

Before we dive into the details in upcoming posts in this series, it’s helpful to understand the groundwork that’s likely already been laid.

  • You probably have a great real estate agent Whether you were house-hunting or preparing your property for market, your agent has been your guide—and their role is just getting started. Think of them as your transaction quarterback. They’ll coordinate communications between the buyer and seller, both agents, the lender, escrow officer, title rep, and more.
  • The buyer has (hopefully) been pre-approved A pre-approval letter usually comes after a buyer submits documentation for income, employment, credit, and assets. But that’s just the beginning. The buyer will need to continue sharing financial information to finalize their loan approval. On the seller’s side, a smart agent would have already vetted the buyer’s pre-approval with the lender before accepting the offer.
  • The seller has likely prepared the home for sale Based on the agent’s recommendations, the seller may have decluttered, made minor repairs, or even completed pre-inspections. Still, once the buyer begins their investigations, unexpected issues can arise. It’s normal.

Staying Flexible and Communicative

If there’s one universal truth in real estate, it’s this: surprises happen. From inspection findings to appraisal hiccups or loan delays, the process rarely goes 100% as planned. But when both parties are motivated and the agents stay in close communication, most issues can be resolved creatively and amicably.

Coming Next Month

We’ll kick off Part 2 of this series with an in-depth look at the Escrow Process, with one post for buyers and one for sellers. Can’t wait that long? Timing is everything, so don’t hesitate to reach out to Team Plunkett if you need help.

Leverage the strength of Vista Sotheby’s. Experience the dedicated attention of Team Plunkett. Buy or sell with confidence.

Note: Real estate practices vary by region. This blog is based on common processes in Southern California. Always consult your agent for guidance specific to your area.