Checklist to guide your customers through preparing their finances for homeownership so they can avoid surprises and make confident buying decisions.
Pages
6
Words
820
Size
2.0 MB




This checklist is an essential tool for your customers to get financially ready before buying a home. It offers easy-to-follow steps for every part of the preparation process, helping them understand true costs, build a strong budget, compare loan options, and avoid money mistakes that could cause stress later.
Discover simple steps to help your customers master the financial side of homebuying, from reviewing their credit report to setting a smart budget and preparing for unexpected costs. It gives them everything they need to make safe, informed decisions and stay financially strong throughout their homebuying journey.

Provide your customers with a clear, structured guide to financial readiness that leads to smarter choices, fewer surprises, and long-term stability once they become homeowners.