Coaching solutions

Help your clients reach mortgage readiness


Coaching goals

Personalized coaching goals make up a tailored mortgage readiness plan that takes into consideration many factors including financials, timeline, mortgage product, purchase price and more.

Credit Score
Down Payment Savings
Debt to income

Coaching actions

Custom action items progress clients towards their mortgage readiness coaching goals. Through monthly check-ins with their client, Homeownership Coaches assign action items that are both achievable and impactful.


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Learn more about how coaching solutions can help clients on their path to homeownership

Empowering Financial Futures: Insights from the Boston Youth Credit Building Initiative

In the ever-evolving landscape of financial empowerment, understanding the efficacy of coaching interventions is paramount. A study titled “Assessing the Effectiveness of Financial Coaching: Evidence from the Boston Youth Credit Building Initiative,” conducted in June 2018, offers invaluable insights into the impact of financial coaching initiatives. The initiative targeted individuals aged 18 to 29, offering…

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Unlocking the Doors to Homeownership: The Value of Mortgage Education

In the journey towards homeownership, understanding mortgage qualifications is crucial. Recent research conducted by Fannie Mae sheds light on the significance of mortgage education in dispelling myths and equipping individuals with the knowledge needed to make informed decisions. Dispelling Misconceptions The Fannie Mae study reveals widespread misunderstandings among consumers regarding mortgage qualifications, particularly concerning credit…

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