Our Process

Phase 1: Conceptual Estimate

We begin by aligning your goals with a realistic budget.
This phase includes a conceptual floor plan, rough dimensions, and a high-level cost estimate based on scope.
You’ll complete a questionnaire and submit inspiration images, helping us understand your vision before committing to full plans.

GET PRE-APPROVED WITH YOUR LENDER

The lender will gather some financial information with you to help you determine your qualifications.

This info will help you determine the boundaries for your budget.

Additional Resources:

The Basics About Construction Loans

Conduct Your Own Feasibility Review

LAND SELECTION

Make key decisions about where your home will be built even if you are not ready to purchase yet.

Additional Resources:

Selecting Your Lot or Land

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CONCEPTUAL PLANS

We assist with drafting a conceptual floor plan based upon your budget and needs.

Additional Resources:

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Select Your Home's Exterior Style

CONCEPTUAL ALLOWANCES

Clients complete a worksheet in our online portal that organizes photos of desired finishes.

This information helps guide us through a conversation to collaboratively set allowances for your custom selections.

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Phase 2: Preliminary Budget Estimate

We take your conceptual plan and apply draft-level specifications to develop a detailed Preliminary Budget Estimate.
Using real-world pricing and historical data, we assign allowances and highlight how different selections may affect total cost.
This is your first clear picture of what it could take to build your home.

DRAFT PRELIMINARY PLANS

To ensure there are no surprises, we will create a baseline set of specifications to build upon during the custom selections phase.

Additional Resources

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CREATE THE PRELIMINARY BUDGET ESTIMATE

Our estimator will do a thorough takeoff of all the materials necessary to build your home.

Additional Resources:

COMING SOON! Stay Tuned for an Update on this Important Topic. 

Phase 3: Finish Selections

Work alongside our in-house design expert to make selections that reflect your style and fit your budget.
We start with structural finishes, then move through cabinetry, lighting, and appliances.
As decisions are made, we update allowances and redline the plans to capture any requested changes.
These markups prepare us for final plan development in Phase 5.

REVIEW CURATED OPTIONS IN THE SPECIFICATIONS

For a faster experience, our project portal will be pre-populated with curated selections specific to your home based upon the most popular current trends that match your set budget.

Additional Resources:

COMING SOON! Stay Tuned for an Update on this Important Topic. 

 

IN-PERSON SELECTIONS MEETINGS

If there are still options you wish to customize further, our in-house Design Consultant will accompany you to various suppliers to help you make the custom selections.

Additional Resources:

Concierge Design Services 

Phase 4: Site Visit & Vendor Walkthrough

We walk the site with key vendors to finalize logistics and collect accurate pricing for site prep and utility connections.
If needed, we provide a proposed elevation survey beforehand.
Your Budget Estimate is then updated with real vendor quotes, helping clarify final feasibility before final plans are prepared.

ON-SITE VISIT

This is the shortest and easiest phase but still extremely important.Once you have secured your land, you will meet Your builder on your land to secure quotes on the specific needs regarding access, utilities and elevations

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Phase 5: Final Plans & Pricing

We finalize the construction documents, including REScheck for code compliance, and prepare everything required for permitting.
Then, we coordinate with trade partners to collect final bids and update the plans accordingly.
Your final construction package is lender-ready and reflects all plan revisions and real-world costs.

FINALIZE SELECTIONS

Once all options are reviewed & considered, final choices are confirmed with hard quotes from vendors and trades to secure your price.

Additional Resources:

COMING SOON! Stay Tuned for an Update on this Important Topic. 

FINALIZE YOUR PLANS

All plans needed for construction are revised to reflect your decisions to ensure no mistakes are made in the field and everything is ready for financing, approvals and permits.

Additional Resources:

COMING SOON! Stay Tuned for an Update on this Important Topic. 

SIGN YOUR AGREEMENT & PLANS

You have one last meeting with your Design Consultant & Project Manager to review and sign off on everything.


CLOSE ON YOUR CONSTRUCTION LOAN

At this point, your appraisal should be complete and you can close on the construction loan with your lender.

Additional Resources:

The Basics About Construction Loans

WATCH YOUR HOME COME TO LIFE

At this point the hard work is done and you are able to sit back and relax as we do the rest.

Follow the progress through regular photo and scheduling updates posted to your personalized online construction portal.

Stay tuned for messages to schedule periodic site walks during the construction.

Ready To Talk With Someone About Your New Home?

Call now and find out how to get started.