Designed for clients preparing to purchase a home, this plan includes financial readiness,

underwriting guidance, and lender preparation.

Includes:

• • Credit optimization for mortgage approval

• • Verification of accurate public record reporting

• • Lender compliance file preparation

• • Financial ratio and affordability coaching

• • Pre-qualification readiness and referral to vetted mortgage partners

Best For: Individuals or families preparing to purchase their first home or upgrade