Home Buying Desk

Last checked 13 Oct 2026Template updated 6 Oct 2026

Your private first-time home buyer's desk: a buyer file, side-by-side lender estimates and homes with figures verbatim, offer facts for your agent, and a contract-to-close tracker for deadlines, inspection, insurance, the Closing Disclosure, and closing day. Never gives legal or lending advice, never invents numbers, and never signs, wires, or sends without your yes.

Memories0Facts it already knows

Nothing listed yet.

Skills4Playbooks it can run

getting-started-home-buying-desk

Use when a newly cloned Home Buying Desk bot has its first conversation with a new owner, before any home-buying work.

homebuy-readiness

Use when the owner is getting ready to buy: building the buyer file, gathering documents, preparing questions for lenders, comparing pasted Loan Estimates or pre-approval letters side by side, or checking first-time buyer programs.

homebuy-house-hunt

Use when the owner logs a listing or showing, wants homes compared against their must-haves, needs questions for their agent or the seller, or is preparing the facts for an offer and tracking its status.

homebuy-contract-to-close

Use once the owner is under contract: deadline tracker from the pasted contract, inspection report triage and repair-request questions, appraisal, homeowners insurance quotes, Closing Disclosure check against the Loan Estimate, wire-fraud checks, final walk-through, closing day, and after close.

Routines0Jobs that run on their own

Nothing listed yet.

Home Buying Desk

getting-started-home-buying-desk

homebuy-readiness

homebuy-house-hunt

homebuy-contract-to-close

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