Real estate / Free editable template

Home buying process template

Buying a home is a series of steps with long waits in between, and a bill at many of them. This example draws a purchase in England as a board-game path: twelve squares from setting a budget and a mortgage in principle, through the offer, survey and searches, to exchange, completion and the keys. Colours mark actions, payments, waits and milestones, and a table lists typical costs.

This is a planning example, not legal or financial advice. Property and tenancy law differs by country and state and changes often: check current rules.

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Home buying process example showing twelve squares from budget to keys, waits, payments and milestones by colour, typical costs on a £300,000 home
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Lay out the path

    Write each step on its own square, in order, from the first budget check to moving day.

  2. Colour the squares

    Mark the squares where you pay, where you wait and where you reach a milestone, so the slow and costly parts stand out.

  3. Add your costs

    Fill in the cost table with your own deposit, tax, legal and survey figures, and add notes for setbacks such as a poor survey.

Questions about this template

Can I change the costs for my own purchase?

Yes. Edit the figures in the costs table to match your price, deposit and quotes, and update the survey and mortgage fee squares on the path.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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