Homeownership Planning Session

Our housing counselors are here to help you build a plan for purchasing a home.  This free appointment includes:

Discussion of your homeownership wants and goals

Financial analysis and creation of a savings plan

Free soft-pull of your credit report

Discussion of the home-purchasing process

Creation of a comprehensive action plan for you to achieve your housing goals

How To Sign Up

Step 2

Fill Out the Form and Submit Documents

When you click the button, you will be taken to Docusign.  On this Docusign form, you can submit everything to get ready for your appointment at the same time!

You will fill out the intake form, review and sign our disclosure statement, authorize our counselor to make a soft pull of your credit report (this will NOT lower your score), and upload a copy of your photo-ID and paystubs.

Though not required, you also have the option to submit additional documents that would help your counselor assess your situation.  These could include bank statements, tax returns, letters from creditors, pre-approval letters, and more.

If you have any questions about any of the information in the form, please don’t hesitate to give us a call.  Docusign is a safe and secure eSignature platform.

Step 2

Step 3

Schedule Appointment

Once our intake staff has received your Intake Form and Documents, they will contact you to schedule an appointment with one of our counselors!  We will contact you within 2 business days.

Step 3