Total Leads 0

Booked Calls 0

Applications 0

Avg Readiness Score 0

Best Screen to Show on Zoom

Recommended

Use the Client Zoom Screen tab during your webinar. It keeps the presentation clean, visual, and client-friendly. Save the Borrower Plan Builder and DPA Finder for consultations or Q&A.

Live Workflow

Start with Client Zoom Screen for the educational presentation.
Use DPA Finder only when buyers ask about help by area or zip.
Use Borrower Plan Builder after the webinar or during booked calls.
Save qualified leads into Pipeline.

Pay Attention Homebuyer Roadmap

Information is free — but you have to PAY attention.

1. Credit Readiness

Protect your score.
Keep balances low.
Avoid new debt.

2. Savings Strategy

Open a separate homebuyer account.
Keep bank activity clean.
Avoid large unexplained deposits.

3. Income Stability

Keep employment steady.
Organize your documents.
Ask before making changes.

4. DPA & Education

Some programs vary by location.
Education may be required.
We match strategy to your area.

5. Loan Strategy

FHA, Conventional, VA, USDA.
Every buyer needs a custom path.
We build the roadmap with you.

Next Step

Book a strategy consultation to get your personal homebuyer roadmap.

Book Now

Borrower Intake

Borrower Name Email State Zip Code Credit Score Savings Available Annual Income Monthly Debt Target Home Price Timeline Notes

Needs bank statement coaching Needs homebuyer education Wants down payment assistance Needs credit improvement plan Recent or possible job change Recent late payments

Personalized Homebuyer Plan

Readiness: 0

Generate a plan to see borrower readiness.

DPA Finder by Zip Code

Editable demo engine

Zip Code State

This version uses a built-in editable program library. It is not a live nationwide DPA feed. Update or replace these entries with your own maintained program data.

Program Results

Internal Program Library

Team-editable in browser

Homebuyer Savings Tracker

Home Price Down Payment % Closing Cost % Current Savings Monthly Savings Target Months

Savings Plan Results

Down Payment $0

Closing Costs $0

Goal Total $0

Lead Pipeline

Stored locally in browser

Name	State	Zip	Score	Readiness	Status	Action

Branding

App Title Tagline Presenter Name Company Name Booking Link

Notes

Your logo is now on the page and used as the favicon.
The DPA finder works from a built-in editable library, not a live national database.
You can store internal programs and search results by zip/state in this version.
The best client-facing Zoom screen is the Client Zoom Screen tab.