Get Started · Step by step
Start with the right plan.
Pick what you are here to do. Each section below says who it is for, walks through the five steps and links to its online application in our client portal.
- 01Buyer
- 02Seller
- 03Tenant
- 04Landlord
- 05Business Loan
- 06Service OrderPlan A Tax Accounting Inc.
- 07Join Our Team
- 08Short sale
Each Plan A Realty Corp. service follows five steps: choose it, review the agreement, sign it and return it (buyers: an exclusive buyer agreement is not required), complete the online application, and submit it for office review. The online forms are in English. Alex works in English and Spanish, so call our main number, 516-777-0385, if anything is unclear.
For most homes and rentals, New York requires the agent to give you the state's agency disclosure form before you sign an agreement, and the fair housing disclosure at your first real conversation. Both are on our forms page.
01For buyers
Buyer
For anyone buying a home, a condo or co-op, or an investment property through our office. We help you find the right place, line up showings, plan your offer and negotiate, then work with your inspector, attorney and lender through closing.
Preapproval is advised, not required. Our standardized operating procedure says we do not require a mortgage preapproval or proof of funds, although a seller may ask for one before a showing or with an offer.
How it works
- Choose your serviceBuying a home or an investment property.
- Review the agreementOur office gives you our buyer representation agreement to review. Our standardized operating procedure does not require an exclusive buyer agreement.
- Sign and return the agreementIf you sign it, return the completed agreement to our office.
- Complete the online applicationFill in the buyer package in our client portal and add your documents, such as a preapproval or proof of funds if you have one.
- Submit it for office reviewSend it to our office from the portal. We review it and contact you about the next step.
Financing
The financing side,
coordinated.
We help you get your pre-approval or proof of funds together and coordinate with the lender or mortgage professional you choose, so you know your real number before you fall in love with a house. Plan A Realty Corp. does not originate consumer residential mortgage loans.
Ask about financingPayment estimator
Estimate only. Excludes taxes, insurance, PMI and HOA. Not a loan offer or commitment to lend.
02For sellers
Seller
For anyone selling a home in New York through our office. Start with a free home valuation: a pricing range based on comparable sales near you, what to fix before listing and what to leave alone, and an honest timeline.
The Property Condition Disclosure Statement is yours to complete. Our agents do not fill it in for you.
How it works
- Choose your serviceSelling a home.
- Review the agreementOur office gives you our Exclusive Right-to-Sell Listing Agreement and goes over the price, the term and our fee with you. Broker compensation is not set by law and is fully negotiable.
- Sign and return the agreementSign the completed agreement and return it to our office.
- Complete the online applicationFill in the seller package in our client portal: you and your property, how you want offers handled, and your records.
- Submit it for office reviewSend it to our office from the portal. We review it and contact you about the next step.
03For renters
Tenant
For anyone renting a home through our office. Our guide to renting walks you through it, from the first phone call to the day you get your keys.
Under New York law, the only charge allowed for a rental application is the credit and background check, and it can't be more than $20 or the actual cost, whichever is less.
Working with a broker from another office? Your broker can send the application for you.
How it works
- Choose your serviceRenting a home.
- Review the agreementOur office gives you our tenant representation agreement to review.
- Sign and return the agreementSign the completed agreement and return it to our office. If a broker from another office represents you, you do not sign our agreement: your broker sends the application for you.
- Complete the online applicationFill in our rental application in the client portal and add your documents, such as a photo ID and proof of income.
- Submit it for office reviewSend it to our office from the portal. We review it and present it to the landlord.
04For landlords
Landlord
For owners renting out a one to four family home in New York through our office, including one held by an entity: rental marketing, tenant placement, leasing support and professional representation.
Have your deed or entity authority, the certificate of occupancy or legal-use records, any rental permit or registration, and current property and liability insurance ready.
How it works
- Choose your serviceRenting out a property.
- Review the agreementOur office gives you our Exclusive Landlord Representation Agreement to review.
- Sign and return the agreementSign the completed agreement and return it to our office.
- Complete the online applicationFill in the landlord package in our client portal: you and the property, the rental terms, showings, condition and your screening instructions, and your records.
- Submit it for office reviewSend it to our office from the portal. We review it and contact you about the next step.
05For investors and commercial
Business Loan
For real estate investors and businesses seeking commercial, investment-property or DSCR financing through a third-party lender. This is business-purpose financing, not a home mortgage. Plan A Realty Corp. does not originate consumer residential mortgage loans.
We place the request, the lender decides. Financing is subject to third-party lender underwriting, approval, program terms, property eligibility and availability. We do not guarantee approval, terms, rates or closing.
How it works
- Choose your serviceBusiness-purpose or investment financing.
- Review the agreementOur office gives you our commercial loan broker and compensation agreement and goes over its terms with you.
- Sign and return the agreementSign the completed agreement and return it to our office.
- Complete the online applicationIn our client portal, fill in the short loan intake or the full loan application. Do not upload or email documents: after review, we set up our secure process for them.
- Submit it for office reviewSend it to our office from the portal. We review it and contact you about the next step.
06Plan A Tax Accounting Inc., a separate company
Service Order
The corporation formation service order of Plan A Tax Accounting Inc., a separate company from Plan A Realty Corp., for anyone who wants a New York business corporation formed. Plan A Tax Accounting Inc. is at 251 Post Avenue, Suite B, Westbury, NY 11590.
Formation takes effect only when the New York Department of State accepts the filing. Plan A Tax Accounting Inc. is not a CPA firm, and it does not provide legal advice or individualized tax advice through this order. The IRS issues EINs free of charge.
Questions about this order go to Plan A Tax Accounting Inc. at (929) 707-8366.
How it works
- Choose your serviceForming a New York business corporation. You can ask Plan A Tax Accounting Inc. for a written quote before you order.
- Complete the online orderFill in the service order in our client portal, with the IRS Form SS-4 questions if you also want help with the EIN. You do not sign or pay anything online.
- Submit it for reviewSend it from the portal. Plan A Tax Accounting Inc. confirms the proposed name, scope, total price and timing with you in writing.
- Review and sign the orderPlan A Tax Accounting Inc. sends you the order and the written quote to sign. Sign them and return them to Plan A Tax Accounting Inc.
- Approve the filingPlan A Tax Accounting Inc. coordinates the filing only after you approve the final draft and the written total.
07For licensed agents
Join Our Team
For licensed New York real estate salespersons and associate brokers who want to join Plan A Realty Corp. as independent contractors.
Your W-9 and any direct-deposit details are handled at the office, never online, so do not upload a W-9 to the portal.
How it works
- Choose your serviceJoining Plan A Realty Corp. as an agent.
- Review the agreementOur office gives you our Independent Contractor & Commission Agreement and goes over its compensation schedule with you.
- Sign and return the agreementSign the completed agreement and return it to our office.
- Complete the online applicationFill in the Join our team application in our client portal, with a copy of your New York real estate license and a photo ID.
- Submit it for office reviewSend it to our office from the portal. We review it and contact you about the next step.
08For sellers
Short sale
For a homeowner selling when the sale proceeds may not be enough to pay all liens and costs of sale, and who does not plan to bring the funds to cover the shortage. It works through our listing agreement and our Short Sale Addendum.
A short sale needs the written approval of your mortgage holders and any other affected lienholders, and neither a listing nor an offer guarantees that approval, its timing, your net proceeds or a closing.
Listing your home does not automatically stop or postpone a foreclosure, so our addendum advises you to retain a New York real estate or foreclosure attorney promptly. A short sale can affect your credit and may have tax consequences.
How it works
- Choose your serviceSelling when the proceeds may not cover what is owed.
- Review the agreementOur office gives you our Exclusive Right-to-Sell Listing Agreement and our Short Sale Addendum to review.
- Sign and return the agreementSign the completed agreement and addendum and return them to our office.
- Complete the online applicationFill in the seller package and the short sale addendum in our client portal.
- Submit it for office reviewSend it to our office from the portal. We review it and contact you about the next step.
Not sure which one fits?
Talk it through
with us first.
Call or text our main number, or send us a message. Alex works in English and Spanish.