The New Home Journey

Step 1 – Find Your Home Step 2 – Selections Step 3 – Construction Step 4 – Moving In
The New Home Journey

Building a new home can be one of the biggest decisions you’ll ever make, and at times, your experience can seem daunting. At MonteVista Homes, we want to make your experience as enjoyable as possible, as you explore unrivaled design options and create a personalized home that’s a true reflection of your tastes and passions. So, let’s get started. You’ll love the possibilities.

Customer Journey PDF



Step 1 - Find Your Home

Establish Needs and Wants

  • Review your current living situation
  • Establish desired rooms, minimum requirements, and specifications needed

Choose Where to Live

  • Consider area amenities, schools, shopping, recreation, taxes, etc
  • Find the right community

Determine Affordability

  • Determine how much you can afford
  • Calculate Monthly Payment

Obtain a Mortgage Loan

  • Schedule your loan appointment
  • Establish terms and payment
  • Obtain Loan approval letter
Step 2 - Selections

Select Your Home and Home Site

  • Meet with a MonteVista New Home Specialist
  • Write Purchase Agreement

Personalize Your Home

Schedule the Personalized Choices Appointment

  • Options deposit money is due at this time
  • Schedule your Personalized Choices appointment
  • Finalize Personalized Choices Selections in the studio

MonteVista Homes Lays the Ground Work

  • Customer Service Manager Introduction
  • Prepare plans, labor and materials contracts
  • Apply for building permit
  • Locate property corners
  • Prepare lot for foundation
  • Order building materials
  • Schedule pre-construction meeting
View Available Homes
Step 3 - Construction

MonteVista Homes will do Pre-Construction

  • Pre-construction orientation
  • Rough grade
  • Set foundation forms
  • Place foundation
  • Install underground plumbing
  • MonteVista Homes and city inspection
  • Schedule framing orientation tour
  • Carpentry frame & roof install
  • Rough mechanical systems install
  • Insulation & energy sealing

Framing Orientation Tour

  • Install tape, bed & texture drywall
  • Trim carpentry and paint
  • Cabinets, vanity tops, ceramic tile & counter install
  • Exterior finish & hard surface flooring install
  • Mechanical fixtures & utility connections install
  • Carpet, hardware, mirror & shower enclosures
  • Notice of Construction completion
  • Finish and Detailing
  • MonteVista Homes 250+ Point Quality Inspection
  • Managers walk-thru
  • Landscaping installed (weather permitting)
  • Certificate of Occupancy Issued by City
Step 4 - Moving In

Prepare for Closing

  • Secure Homeowners insurance
  • Verify that loan documents and requirements are complete
  • Schedule transfer of utilities

Home Owner Orientation Tour

  • Your sales counselor and builder formally introduce you to your new home.
  • This is our chance to orientate you to your new home.


  • Close with title company
  • Sign all papers
  • Once loan funds, go to sales office and pick up your keys!

What MonteVista Homes will do

  • New Home Orientation
  • Ensure home is 100% complete to customer’s satisfaction

Move in to your new home

  • Pick up Keys from MonteVista Homes’ Sales Representative
  • 24-48 Hour post-closing follow up
  • Complete 1-month customer satisfaction survey
  • Complete 12-month customer satisfaction survey
Utility Companies PDF

The entire team at MonteVista Homes is just Awesome! They provide the best service of any builder in Central Oregon and Eastern Oregon!

Mark W.

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