01
Tailored mortgage readiness plan
Your dedicated Homeownership Coach will create a tailored plan for your timeline & financial situation.
02
Coach check-ins
Check-in with your coach on a monthly basis to discuss your progress and questions.
Coaching Focus Areas
- Credit score
- Debt-to-income ratio
- Down payment savings
03
Tools & technology
Level up your coaching experience with tools and technology designed to support you and your goals.
Online dashboard
Track action items and progress towards your mortgage readiness goals in real time in your dashboard.
Financial insights
View personalized insights about your account activity to easily monitor and manage your spending, income and balances.
Notifications & alerts
Stay on top of your coaching plan with action reminders, progress updates and notes from your coach.
04
Become mortgage ready
Once you have completed all mortgage readiness goals, your coach will help you determine best next steps.
