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Client Journey Step One – Buyer Consultation
Client Journey Step One – Buyer Consultation
Client Journey Step One – Buyer Consultation
Welcome!
Buying a home can feel overwhelming, but it doesn't have to be. I've created this dashboard to give you a clear picture of your goals and a simple path forward—no surprises, just clarity and support every step of the way.
Your Homebuying Snapshot
- Purchase Type:
- Credit:
- Income:
- Assets:
- Sales Price Target:
- Down Payment:
- Loan Type:
Here's What Happens Next
Step 1: Complete your loan application – Click Here (we've made it easy)
Step 2: We'll send you a personalized document checklist, only what you need
Step 3: Once your documents are in, we submit everything to underwriting and guide you to the finish line
I've brought in Hazel Whitaker to work with us as well, so you'll have two experienced professionals supporting you throughout this journey.
This is just the beginning. If you have any questions, big or small, don't hesitate to reach out. I'm here for you.
Let's do this!
James
Pre-Approval Concierge
Hazel Whitaker
Neo Home Loans | Pre-approval and Loan On-boarding
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My Production Partner
Jessica Drumm | In-Process Loan Coordinator
NEO Home Loans
Jessica takes the lead in our process as soon as your escrow is opened