What would best describe your your home search?
✅ Got it — let’s dial in the right plan based on where you’re at.
What’s your current living situation?
What’s the address of the home you currently own?
This helps us check your equity, rental comps — and see if Prop 19 or a 1031 exchange could save you thousands in taxes.
✅ Thanks! That helps us understand how equity or timing plays into your move.
Where are you looking to buy?
And what’s your ideal price range?
✅ Great choice — we’ll check current pricing and availability there.
How much do you plan to put down for your home purchase?
What’s your estimated credit score?
✅ Got it — we’ve got loan programs for every credit tier, and we’ll match you to the best fit based on your profile.
When are you hoping to buy?
Have you been pre-approved by a lender yet?
Do you already have a real estate agent helping you?
✅ Awesome — we’ll align your home search with your timeline, financing status, and whether you’ve got an agent or need a local expert. You’re in good hands.
What matters most in your next home?
✅ Love it — those priorities will guide your custom search.
Where should we send your mortgage plan + home matches?
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