This is the foundation of everything we build.
You’ll share:

• Your ideal monthly payment

• How much you’ve saved or set aside

• Your timeline

• Any must-haves or dealbreakers

This gives me the full picture so I can run accurate numbers based on your goals — not a generic estimate.

Once your form comes in, I’ll personally reach out via text to introduce myself, confirm I’ve received everything, and make sure you know exactly what the next step is.
No guessing. No waiting. Just real communication.

Once we confirm your goals, we’ll then move into fill out a pre-qualification form!

This form allows me to:

• Run a soft credit pull (zero impact to your score)

• Review income & debt details

• Understand your true DTI

• Match you with the most strategic loan options

This step gives us the numbers we need to build a smart, competitive plan.

Once everything is reviewed, we’ll hop on a call to break down:

• Your monthly payment options

• Estimated cash-to-close

• Loan programs that fit your goals

• What price range makes the most sense

• Any strategy tweaks based on your timeline

You’ll walk away with absolute clarity — no jargon, no surprises.

Once we’ve dialed in the right purchase price, I’ll prepare your pre-approval letter.
This is the final green light that tells your agent:
“We’re ready. Let’s go find the house.”

I’ll send it directly to your agent (and to you), so you can start touring homes with confidence.