Example shortlist

What a Pre-Screened Shortlist Looks Like

These are illustrations, not live listings. They show the kind of homes a consultant shortlists and the checks that sit behind each one.

  • Illustration of a modern white two-storey villa with an infinity pool and palm trees Waterfront

    Coastal Modern Villa

    Miami, Florida

    • 5 Beds
    • 4 Baths
    • 4,200 sqft

    Flood zone, insurance quote and HOA reserves checked before the offer.

    $3,950,000

    Ask about this
  • Illustration of a high-rise apartment living room with a city skyline view City view

    Skyline Two-Bedroom Condo

    Chicago, Illinois

    • 2 Beds
    • 2 Baths
    • 1,450 sqft

    Condo budget, reserve study and special assessments reviewed line by line.

    $685,000

    Ask about this
  • Illustration of a contemporary house with a swimming pool at sunset Price history

    Hill Country House

    Austin, Texas

    • 4 Beds
    • 3 Baths
    • 3,600 sqft

    Two price cuts and 74 days on market: room to negotiate on terms as well as price.

    $1,180,000

    Ask about this
Before you view

Four Checks That Decide the Shortlist

Most homes fail at least one of these. Finding out before a viewing saves weekends, and finding out before an offer saves far more.

See our pricing and market analysis
  • Price against closed sales

    Recent nearby sales of similar size, age and condition, not asking prices or online estimates.

  • Listing and permit history

    Price cuts, relistings, days on market and whether past work was permitted.

  • Running costs

    Property tax, insurance quotes for the exact address, HOA or condo dues and a maintenance reserve.

  • Documents that bite later

    HOA or condo budgets, reserve studies, special assessments, flood maps and disclosure packets.

How it works

From Brief to Offer in Four Steps

  1. Your brief

    Budget, timeline, must-haves and deal-breakers, written down so every recommendation can be measured against it.

  2. Pre-screening

    We filter the market, discard the homes that fail on price or paperwork, and explain why each survivor made the list.

  3. Viewings with a plan

    A question list per property, arranged around your schedule with your agent.

  4. Offer preparation

    Comparable-sales evidence, a price range, terms and a walk-away number, ready for your agent to present.

Planning to rent first? See rental support. Selling as well as buying? Start with seller advisory so the timing and cash flow line up.

FAQs

Buying With WealthTale.com

Still have a question?

Talk to a consultant or call +1 (555) 010-0199.

Do you sell the homes on this page?

No. The homes shown here are examples of what a pre-screened shortlist looks like, not live inventory. When you engage us, we research the market for homes that match your brief and your licensed agent handles the transaction.

How is this different from searching on a listing portal myself?

Portals show you what is advertised. We check what is behind the advert: closed comparable sales, listing and permit history, HOA documents and true running costs, then tell you which homes are worth your time and what to offer.

Which markets do you cover?

We advise buyers in New York, Miami, Chicago and Austin, and consider other US markets case by case. Tell us where you are looking and we will be honest about whether we can help.

Ready to See a Shortlist Built for You?

Tell us what you are looking for and a WealthTale.com consultant will reply with next steps and a written fee quote before any work begins. No obligation.

Illustration of a sage velvet armchair beside a brass arc floor lamp, a side table and a tall potted plant