THE HOME BUYER PROGRAM

"DESIGNED FOR THE REALTOR... FOCUSED ON THEIR CLIENTS"

PARTNER WITH US

Program Planning Call
Loan Officer Call
Monthly Session Calls
- 2x 30-Minute Sessions/Month
Monthly 20-Minute Overview/Next Step Action Call
Education Sessions
- Home Buying Process/Status of Market
- Home Purchase Financing Options
- Your Credit- How to Prepare for Loan Qualification
- Ways to Generate a Down Payment w/o Going Broke
Program Services
- Budget Development Assistance
- DTI Ratio Calculations and Recommendations
- Debt Payoff Plan Development
- Home Affordability Calculation
- Financial Plan Development to prepare for Mortgage Pre-Approval
Copy of the “Realtor Referral Overview Listing” of each client referred
Quarterly “Referral Overview Call” on all new referred clients

All Level 1 Items
Confirm client is "In Contract" with referring realtor
Access to Realtor "New Home Buyer Folder" for up-to-date status of each referred client
90-Day Assessment Call to review status of each referred client
Notification of any new challenges or changes that arise and have significant impact on the Home Buyer Process
Budget Development Assistance
Business Overview Assessment
Monthly Realtor Business Building Workshops

All Levels 1 and 2 Items
Financial Inferno Network Access
- CPAs
- Credit Services (Fee Based)
- Attorneys
- Loan Officers
- Investment Property Referrals
- Others
Preferred Realtor Network
- Realtors in the Financial Inferno client base to refer clients to and receive referrals from outside of realtor service areas