Buyer Consultation – Sample

Sample - Used for Demonstration Purposes Only

Hi Chad & Robin,

Great catching up this morning—and congrats again on the new opportunity!

Here’s a quick overview of your purchase goals and next steps:

Purchase Goals

• New Primary Residence

• Credit: 

• Income: 

• Assets: 

• Sales Price Target: 

• Down Payment: 

• Loan Type:

Next Steps

Step 1: Start Your Loan Application – Click Here

Step 2: Once complete, we’ll send a tailored document checklist.

Step 3: With your app and docs in, we’ll submit to underwriting and keep things moving.

Let me know if you have any questions!

I’ve looped in my Production Partner, who will assist us.

Scott