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Step by Step: From Pre-Approval to Settlement

Buying your first home is exciting but can feel overwhelming. This step-by-step guide walks you through the entire process — from getting your finances ready to the day you get the keys.

Step 1: Check Your Finances (3–12 months before)

Step 2: Research Government Schemes

Check if you're eligible for any of these schemes before you start looking at properties:

Step 3: Get Pre-Approval (1–2 months before)

Pre-approval (also called conditional approval) is a lender's indication of how much they're willing to lend you. It's not a guarantee, but it shows sellers and agents you're serious.

Step 4: Start Property Hunting

Step 5: Make an Offer

Private Treaty (most common)

  1. Negotiate directly with the agent or vendor
  2. Make a written offer with a 66W certificate (NSW) or similar cooling-off document
  3. Pay a holding deposit (usually 0.25% of the price)
  4. If accepted, exchange contracts

Auction

  1. Register to bid on the day
  2. Set your maximum price and stick to it
  3. If you win, contracts are exchanged immediately — no cooling-off period
  4. Pay the deposit (usually 10%) on the spot

Step 6: Cooling-Off Period

Most states (except for auctions) have a cooling-off period after exchanging contracts:

StateCooling-Off PeriodPenalty if you withdraw
NSW5 business days0.25% of purchase price
VIC3 business days$100 or 0.2% of price
QLD5 business days (if property not auctioned)0.25% of purchase price
WANo statutory cooling-off (varies by contract)Varies
SA2 business days (if using Form 1)Up to 0.25% of price
TAS2 business daysVaries
ACT5 business days0.25% of purchase price
NT4 business days$500 or 0.25% of price

Step 7: Arrange Final Approvals and Conveyancing

Step 8: Settlement (usually 30–90 days after exchange)

Settlement is the day the property officially becomes yours. Here's what happens:

Step 9: After Settlement

Related Guides

This is a general guide. Processes vary by state and lender. Always consult your conveyancer, broker, and lender for advice specific to your situation.