Homeownership Readiness Consultation Form

Our Homebuyer Readiness Program is designed to help clients get Pre-Qualified to buy a home. We offer services such as fixing or filing tax returns, credit counseling, budgeting, consultations, status updates, payroll assistance, credit improvement strategies, and referrals to lenders or realtors. We also assist self-employed individuals with their financial documents.

Here’s how it works:

1. Pre-Screening – We’ll assess your situation and goals.
2. Credit Report Review – We’ll help pull your free annual credit report and identify any issues that might concern lenders.
3. Financial Assessment & Budgeting – We’ll review your finances, create a realistic budget, and check if your spending aligns with your income. This step is crucial because lenders rely on your debt-to-income ratio when approving mortgages.

Our goal is to help you take control of your finances and get closer to achieving homeownership!

Full Name

First NameLast Name

Email Address

example@example.com

Phone Number

Please enter a valid phone number.

Current Address

Street Address

Street Address Line 2

CityState / ProvincePostal / Zip CodeCountry

Current Employer

Job Title

Length of Employment (Years)

Annual Household Income

Do you have any other sources of income? If yes, please specify.

Do you have a budget in place?

YesNoOther

Have you saved for a down payment?

YesNoOther

How much have you saved for a down payment?

Have you checked your credit score?

YesNoOther

If yes, please provide your credit score.

What type of property are you interested in?

What is your desired price range?

Additional Comments or Questions

Homeownership Readiness Consultation Form

Personal Information

Employment Information

Income Information

Financial Readiness

Homeownership Goals