Your setup, answered.

What each screen of setting up a Room means, what to pick in your situation, and what happens when you don't know yet.

Watch the whole setup, step by step

Step 1

Choose how you sign in

This makes your account. Your Room is kept under it, and it is how you get back in later.

If this is youPress
You already sign in to things with Google or FacebookPress that button. There is no new passcode to remember.
You'd rather keep it separatePress Continue with my email.
You already have a RoomPress Sign in at the foot of the card instead. Starting again makes a second, empty Room.

Not sure? Continue with my email works for everybody. You can add Google later under My account.

Step 2

Your name and email

Your name is how the Room greets you and signs your emails. The email is where your sign-in links, codes and notices go.

If this is youPress
You have a work email and a personal oneUse the one you can still open after the sale. A work address can close if you change jobs.
You're selling with a spouse or partnerUse your own email here. You can invite them into the Room with theirs in a later question.
The card says a Room already uses this emailThat address already has an account. Sign in with it, or use a different address.

Not sure? Pick the inbox you check most. You can change it later under My account.

Step 3

Where you are with your sale

This places you on the plan. Everything behind the point you pick is ticked off, so your first step is the next one in your real sale.

If this is youPress
You haven't decided to sell yetJust thinking about it.
You're preparing the house, choosing an agent, or planning photosGetting ready to list.
The listing is live, or showings have startedAlready on the market.
You've accepted an offerUnder contract.
Closing has happened and you're tying up loose endsAlready sold, finishing up.

Not sure? Pick the earlier one. Ticking steps off yourself later takes one press each.

Step 4

Your home's address

The Room is built around one house. The address also gives your sale its own email address and tells us which state's paperwork pages apply.

If this is youPress
Your address shows in the listPress it. The city, state and ZIP code fill in for you.
It doesn't show, or it's new constructionPress Enter the address yourself and type it in.
You're selling more than one homeSet up one Room per home. Each sale gets its own.

Not sure? Type what you'd write on an envelope. The address is never shown publicly.

Step 5

Your Room is made

Your Room exists from this moment. Nothing else on this screen needs an answer.

If this is youPress
You want to stop hereYou can. Signing in again brings you back to the next question.

Not sure? Press Let's go. Every question after this one can be skipped or answered later.

Step 6

The code in your email

We email you a short code to prove the address is yours. That keeps anybody else from making a Room in your name.

If this is youPress
The email hasn't arrived after a minuteCheck spam, then press Send it again.
You typed the address wrongPress Use a different address.
The code says it didn't workCodes expire. Ask for a fresh one and use the newest email.

Not sure? If nothing arrives, write to hello@keighbor.com and a person will sort it out.

Step 7

Your sale's own email address

Your Room has an email address of its own. Anything sent to it lands in your Room, filed under whoever wrote it.

If this is youPress
You'd like the title company or lender to write to you thereCopy it and give it to them. It is under Emails any time, too.
You'd rather keep using your own inboxThat's fine. Press Got it. The address is there if you want it later.

Not sure? Press Got it. Nothing is sent to anybody from this screen.

Step 8

What Keighbor is and isn't

Keighbor is software for organizing your sale. It is not a real estate brokerage, a law firm or your agent, and it doesn't give advice about your sale.

If this is youPress
You have a question about your contract or your legal positionThat is one for a real estate attorney or your agent. The Room keeps the papers you'd bring them.

Not sure? Read the lines, tick I understand, and press Continue. You can read it again under Terms.

Step 9

A few questions about your sale

Each answer adds steps and rough dates to your plan. You can watch the plan redraw beside the questions as you go.

If this is youPress
How are you feeling about selling?Any answer is fine. It only changes how we word things to you.
Is anyone selling with you?Just me, or who it is. If you give their first name, you can invite them into the Room.
How are you selling?With an agent, choosing one, or on your own. Each answer puts different steps on the plan.

Not sure? Every question has an answer for not knowing yet. See the next section.

Step 10

When you don't know the answer yet

Every question you might not know has an answer for that: Not sure yet, No date yet, I don't know yet. Picking one never guesses for you.

If this is youPress
You don't have a listing dateNo date yet. "Pick when you'd like to list" goes on your plan.
You don't know what you owe on the mortgageI don't know yet. "Find roughly what you owe" goes on your plan.
You haven't decided how to sellNot sure yet. Both ways are laid out on your plan.

Not sure? That is exactly what these answers are for. The plan shows each one under Noted for later.

Step 11

Plan a little more, or go to your Room

The basics are done. The rest of the questions add more detail to your plan, and each takes a few seconds.

If this is youPress
You have a few minutes nowPlan a little more. Your dates and steps get more exact.
You'd like to look around firstGo to my room. "Answer the rest of your setup questions" waits on your plan.

Not sure? Go to my room. Nothing is lost, and the questions pick up where you left off.

Step 12

Pick a passcode

Your email and passcode get you back into your Room on any device. It needs six or more characters and at least one number.

If this is youPress
You use a password managerLet it make one. The form is built so it offers to save it.
You signed up with Google or FacebookYou can skip this. That button signs you in.
You'd rather not have onePress Skip for now. You'll sign in with a link we email you instead.

Not sure? Skip for now is fine. You can set one later under My account.

Step 13

Your plan, in four stretches

Your sale is drawn as four stretches: Getting ready, On the market, Under contract and Closing, with rough dates from what you told us.

If this is youPress
A date looks wrongPress Next for now. Every date moves when you change an answer or tell the Room what happened.
You see Noted for laterThose are the answers you weren't sure of. Each one is a step on your plan.

Not sure? The dates are rough on purpose. They settle as your sale does.

Step 14

What you'd like to start with

Your Room leads with the parts you pick here, under For you now. The rest of the plan is still there, folded below.

If this is youPress
One thing is on your mindPick just that one.
You'd like to see everythingPress Skip for now. The whole plan shows.

Not sure? Pick one. The rest of your plan is one press away, under See the rest of your plan.

Step 15

Book a call, or open your Room

A person at Keighbor can walk you through your Room. The call is free and about the software, never advice about your sale.

If this is youPress
You'd like a hand setting upPick a time, then give a number. You'll get a confirmation email.
You'd rather writePress Email instead.
You're ready to look aroundPress Not now, open my room.

Not sure? Open your Room. Talk to Andre is always in the help panel when you want it.

After the basics

The rest of the questions

Plan a little more asks these, a chapter at a time. Which ones you see depends on where you are in your sale. Every one can be left for later with Finish later.

Your contract

How is the buyer paying?

The offer says. It changes what's on your plan.

Why does this matter? A buyer paying cash has no lender, so there is no appraisal and no loan approval to wait on. Those two stretches come off your plan entirely, and the wait to closing is usually shorter.

  • With a loanYour plan notes: The buyer is using a loan.
  • CashYour plan notes: A cash buyer.
  • Not sure yetBoth are on your plan until you know, and the loan steps come off if it turns out to be cash.

Has the earnest money arrived?

What's earnest money? It's the deposit a buyer puts up when an offer is accepted, to show they mean it. It usually goes to the title company or an escrow agent, not to you, and it counts toward what the buyer pays at closing.

  • YesYour plan notes: Earnest money received.
  • Not yet"Earnest money arrives" stays on your plan, and we'll raise it if it goes quiet.
  • I'd have to checkIt stays on your plan as something to check with the title company.

Do you have the contract handy?

Add the deadlines now, or come back when you have the contract.

  • Yes, let's put the dates inYour plan notes: Contract dates entered.
  • Not right now"Put the contract's dates on your calendar" is on your plan, and it's the first thing we'd do.

By when can the buyer ask for repairs?

Usually called the inspection period or inspection deadline.

Where is it in the contract? Look for a paragraph about inspections. It usually gives a number of days from acceptance, and sometimes a date. After it passes, the buyer's chance to ask for repairs over the inspection has normally gone by.

  • Pick the dateYour plan notes: Inspection deadline the date you pick.
  • That's already passedYour plan notes: Inspection period over.
  • There isn't oneYour plan notes: No inspection period in the contract.

By when does the appraisal have to be done?

What's an appraisal? The buyer's lender sends someone to say what the home is worth, because the lender will not lend more than that. If it comes in under the price you agreed, the two sides usually talk about the difference.

  • Pick the dateYour plan notes: Appraisal deadline the date you pick.
  • Already doneYour plan notes: Appraisal already done.
  • There isn't oneYour plan notes: No appraisal deadline.

By when does the buyer's loan have to be approved?

Sometimes called the loan objection or financing deadline.

What happens on that day? It's the day the buyer's financing is meant to be settled. Up to then, a buyer whose loan falls through can usually walk away and keep their deposit. After it, that gets harder for them.

  • Pick the dateYour plan notes: Loan approval by the date you pick.
  • Already approvedYour plan notes: Loan already approved.
  • There isn't oneYour plan notes: No loan deadline.

By when can the buyer raise anything about the title?

Sometimes called the title objection deadline.

What would they raise? The title company checks the ownership record and sends both sides a report. If it shows something unexpected, like an old loan that was never cleared or a neighbor's right to cross the land, the buyer has until this day to say so.

  • Pick the dateYour plan notes: Title objection by the date you pick.
  • That's already passedYour plan notes: Title objection period over.
  • There isn't oneYour plan notes: No title objection deadline.

When is the final walk-through?

Most contracts put it the day before closing, or the morning of.

  • Pick the dateYour plan notes: Walk-through on the date you pick.
  • Not set yetIt's on your plan, dated just before closing until you set it.

The numbers

Do you have a mortgage on the home?

What's a home equity line? It's a loan or line of credit that uses your home as security, on top of a main mortgage. It gets paid off when the home sells, just like the mortgage.

  • Yes, oneYour plan notes: One mortgage.
  • Two, or a home equity lineYour plan notes: Two loans on the home.
  • No mortgageYour plan notes: No mortgage.
  • Not sure"Find roughly what you owe" is on your path for later.

Roughly what do you still owe?

Where do I find this? Your latest mortgage statement shows the balance. The amount to pay it off on closing day is usually a little higher, because interest adds up until the day it's paid. A rough number is plenty for now.

  • Type a rough amountYour plan notes: You owe about the amount.
  • I don't know yetWe'll make a note for you to find that later. It's on your path as "Find roughly what you owe".

Do you have a price in mind?

Just a starting number. You can change it any time.

  • Type a rough amountYour plan notes: A price in mind of the amount.
  • I'd like to work it out"Pick your number" is waiting on your path, with homes that sold nearby to look at first.

Your home

What kind of home is it?

  • A houseYour plan notes: A house.
  • A townhouseYour plan notes: A townhouse.
  • A condoYour plan notes: A condo.
  • A manufactured homeYour plan notes: A manufactured home.
  • LandYour plan notes: Land.
  • Something elseYour plan notes: Something else.

Roughly when was it built?

Why does 1978 matter? Paint made before 1978 can contain lead. Sellers of homes built before then fill out one extra form about it, and that's the only thing this answer changes.

  • Before 1978Your plan notes: Built before 1978.
  • 1978 or laterYour plan notes: Built in 1978 or later.
  • Not sureWe'll make a note to find the year it was built. Your county's property record usually has it.

Is it part of an HOA?

What's an HOA? A homeowners association, or HOA, looks after a neighborhood's or building's shared spaces, like a pool or the lawns, and sets a few rules for everyone. Owners usually pay dues for it. When a home with an HOA sells, buyers ask for its rules and fees, so it helps to know early.

  • YesYour plan notes: Part of an HOA.
  • NoYour plan notes: No HOA.
  • Not sureWe'll make a note to find out. A dues bill or your closing papers from buying it would say.

Does it have any of these?

Pick any that fit.

What's a septic system? Some homes treat their own wastewater in a tank buried in the yard, instead of connecting to a city sewer. If yours does, buyers usually want it looked at before they buy.

  • A wellYour plan notes: Has a well.
  • A septic systemYour plan notes: Has a septic system.
  • A propane tankYour plan notes: Has a propane tank.
  • A poolYour plan notes: Has a pool.
  • Solar panelsYour plan notes: Has solar panels.
  • None of theseYour plan notes: No well, septic, propane, pool or solar.

Who's living there right now?

  • I amYour plan notes: You live there.
  • A tenantYour plan notes: A tenant lives there.
  • Someone else, like familyYour plan notes: Someone else lives there.
  • NobodyYour plan notes: Nobody lives there now.

Who's selling

Is the home owned by a trust, an estate or a company?

Most homes aren't. It only changes who signs.

Where would I see this? The deed is the legal paper that says who owns the home. It's in your county's records, and your closing papers from buying it show it too. If it names people, the answer is no.

  • No, it's in my name or oursYour plan notes: Owned in your own names.
  • A trustYour plan notes: Owned by a trust.
  • An estateYour plan notes: Owned by an estate.
  • A companyYour plan notes: Owned by a company.
  • Not sureWe'll make a note to check. The deed is in your county's records, and your closing papers from buying it show it too.

What's next for you

Where are you going next?

  • I have a place lined upYour plan notes: A place lined up next.
  • BuyingYour plan notes: Buying your next home.
  • Renting or staying with peopleYour plan notes: Renting or staying with people next.
  • Not sure yetIt stays on your path as a question for later.

Is there a date you need to be moved out by?

  • Pick the dateYour plan notes: Moved out by the date you pick.
  • No set dateYour plan notes: No date you have to be out by.
  • Not sure yetWe'll make a note to settle it later.

Selling it

Have you picked a title company?

What's a title company? A title company checks that the home's ownership record is clear. It holds the money safely while the sale comes together, and usually runs the closing, where everyone signs. In many sales the buyer's offer names one, so it's fine not to have one yet.

  • Type it inYour plan notes: Title company: what you type.
  • Not yetYour plan notes: No title company yet.

Getting it ready

Any repairs you're thinking about before you list?

  • Nothing plannedYour plan notes: No repairs planned.
  • A few small fixesYour plan notes: A few small fixes planned.
  • Something big, like a roofYour plan notes: A big repair planned.
  • Not sure yet"Anything to fix before you sell?" is on your path for when you've walked the house.

What about photos?

  • I'll hire someoneYour plan notes: Hiring a photographer.
  • I'll take them myselfYour plan notes: Taking your own photos.
  • I already have good onesYour plan notes: Photos already taken.
  • Not sure yetPhotos have their own milestone on your path.

Notifications

Where do you want Keighbor to notify you about mail or showing requests?

  • Email me right awayYour plan notes: Emails right away.
  • An email summary every morningYour plan notes: A summary every morning.
  • Only in my Keighbor roomYour plan notes: Only in your room.
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