Skip to content
First-Time Homebuyers financing with The Herbert Team

Signature Solution

Your First Home, Without the Guesswork.

Buying your first home is mostly an information problem. Once you know what the numbers are, what the steps are, and what each one costs, the fear drops away and it becomes a project you can manage.

First-Time Homebuyers: What You Need to Know

Nobody teaches this. You are expected to make the largest financial decision of your life using advice from a coworker and a rate you saw in an ad. My approach with first-time buyers is education first: we talk through your budget, your credit, your timeline, and your options before anyone fills out an application. There is no pressure to buy right now — if the right answer is to wait six months and fix two things, I will say so.

Who This Is For

  • Renters who suspect they could buy but are not sure where to start
  • Buyers who have not owned a home in the past three years, which most programs still count as first-time
  • Young families who need to know their real numbers before touring homes
  • Buyers worried their credit or student loans disqualify them
  • Anyone who wants the process explained without being sold to

Start With the Free First-Time Homebuyer Guide

Everything on this page, expanded — plus a printable checklist, a budget worksheet, and the document list underwriting will ask for. Read it before you talk to anyone, including me.

  • What you can afford versus what you will be approved for
  • Texas-specific costs: property taxes, option fee, title
  • The seven steps from first conversation to keys

No cost, no obligation, and your email is never sold or shared.

How It Works

Your First-Time Homebuyers Roadmap

No mystery steps, no waiting a week to hear back. Here is exactly how the process runs from first call to closing table.

  1. 1

    Set the budget

    We start with what you are comfortable paying each month and work backward to a price range, including taxes, insurance, HOA dues, and mortgage insurance. Texas property taxes are high, and ignoring them is the most common first-time budgeting mistake.

  2. 2

    Get preapproved

    Credit, income, and asset documentation are reviewed and underwritten. You get a letter your agent can send with an offer, plus a clear picture of your cash to close.

  3. 3

    Shop with your agent

    You tour homes knowing exactly what each price point costs monthly. I am available for real-time payment scenarios while you are standing in a driveway deciding.

  4. 4

    Make the offer

    Your agent structures the offer, and I call the listing agent to back up your preapproval. That call has won plenty of contracts for my clients.

  5. 5

    Inspect and negotiate

    During the Texas option period you inspect the home and can negotiate repairs or walk away. This is your protection window — use all of it.

  6. 6

    Underwriting and appraisal

    The lender verifies everything and the appraiser confirms value. Underwriting conditions are normal, not a sign of trouble. I chase them so you are not scrambling.

  7. 7

    Close and get your keys

    You review the Closing Disclosure at least three business days ahead, sign at the title company, and the home is yours.

Key Benefits

Why Borrowers Choose This Program

You get real numbers before you shop

Payment, cash to close, and the price range that actually fits your life rather than the maximum a computer will approve. Those are two very different numbers and confusing them is how people end up house poor.

Access to assistance programs

Texas grant and second-lien programs can cover much of the down payment for eligible buyers. We check what you qualify for as part of the first conversation, not as an afterthought.

A preapproval sellers take seriously

Fully underwritten, not a computer-generated letter. In a market with multiple offers, the strength of your preapproval is often the difference between getting the house and getting a call from your agent.

A guide through every step

Inspection, appraisal, option period, underwriting conditions, closing disclosure. You get an explanation of each one before it happens, so nothing surprises you.

Let’s Name Them

Five Fears That Keep People Renting

Every first-time buyer has at least three of these. None of them are silly, and all of them have real answers.

“What if I get denied and everyone finds out?”

A preapproval conversation is private and costs nothing. If the answer today is not yet, you get a specific plan instead of a rejection — and nobody but you and I ever knows we talked.

“What if I buy and the market drops?”

Nobody can promise short-term appreciation. What a fixed mortgage does promise is that your principal and interest payment will be the same in year ten as it is in year one, while rent will not be. Buy for a horizon of five years or more and short-term movement matters far less.

“What if something breaks and I cannot afford it?”

Real concern, real answer: budget roughly 1% of the home value per year for maintenance, get a thorough inspection during your option period, and consider a home warranty for the first year. We build this into the budget conversation before you shop.

“What if I am overpaying?”

Your agent runs comparable sales and the lender orders an independent appraisal. If the appraisal comes in below the contract price, you have negotiating leverage and, in most contracts, an exit. Two separate checks stand between you and overpaying.

“What if I do not have enough saved?”

You probably need less than you think. Between 3% conventional, 3.5% FHA, zero-down VA, seller concessions, and Texas assistance programs, the actual cash requirement is often a fraction of the 20% people assume.

Cash to Close

How Much Money You Actually Need

The down payment is only part of it. Here is every dollar a Texas first-time buyer should plan for.

Earnest money

Held by title, credited back to you at closing

About 1% of the price

Option fee

Buys your right to terminate during the option period

$200–$500

Inspection

Paid directly to the inspector, usually within the first week

$400–$600

Appraisal

Paid to the lender or appraisal management company

$500–$700

Down payment

Depends on the program; assistance may reduce it further

0%–5% typical

Closing costs

Seller concessions can offset part or all of this

2%–3% of the price

Ranges are typical for Central Texas and are estimates only. Your actual figures depend on price, program, and negotiated terms, and will be disclosed in writing on your Loan Estimate.

Glossary

Twenty Terms You’ll Hear, Defined

You should never nod along to a word you do not know. Here are the ones that come up most.

At a Glance

The Numbers, Plainly

Guidelines shown are general and current as of publication. Program availability varies by state, property, and borrower eligibility, and all loans are subject to full underwriting approval.

Minimum down payment
As low as 0% (VA/USDA), 3% conventional, 3.5% FHA
First-time definition
Generally no ownership interest in a primary residence for 3 years
Typical credit score
580 for FHA, 620 for conventional
Cash needed beyond down payment
Earnest money, option fee, inspection, appraisal, closing costs
Typical preapproval time
Same day to 24 hours
Typical closing timeline
21–30 days from contract

Myths & Misconceptions

Things People Believe That Cost Them Money

You need 20% down.

The median first-time buyer down payment is nowhere near 20%. Between 3% conventional, 3.5% FHA, zero-down VA and USDA, and down payment assistance, most first-time buyers put down far less.

Student loans mean you cannot buy.

Student loan payments count in your debt-to-income ratio, but they do not disqualify you. There are specific calculation rules for income-driven and deferred payments that often help more than borrowers expect.

You should wait for rates to drop.

Nobody can time that, and lower rates typically bring more buyers and higher prices. The better question is whether the payment fits your budget today. If rates fall later, you refinance.

Client Experience

“Jason made the mortgage process incredibly easy and was always available to answer our questions.”

Homebuyer

Austin, TX

Testimonials reflect individual experiences. Results vary and are not a guarantee of future outcomes.

Not sure this is your program?

That is what the free strategy call is for. Twenty minutes, no obligation, and you leave knowing which financing path actually fits your situation.

Book a Free Strategy Call

You May Not Need to Save as Long as You Think

Texas down payment assistance programs offer grants and forgivable second liens that can cover most or all of a down payment for eligible buyers. Income limits are usually higher than people expect, and target-area purchases often waive the first-time requirement entirely.

See Assistance Programs

Questions

First-Time Homebuyers FAQs

Let’s Solve Your Mortgage Situation.

Apply online in about 12 minutes, or grab a free 20-minute strategy call. Either way, you’ll leave knowing more than you do right now.

Or just call me directly — (760) 715-3434