The Housing Link Buyer Process

A simple, scalable way for loan officers to guide buyers from first contact to post-close using the tools they already have to deliver clear, professional, and personalized presentations every step of the way.

1. Consult

This is where the journey begins.

We'll meet to understand your goals, break down your budget, and then create a game plan.

 Link to: Consultation Intake Form, Calendar Booking, Educational Videos

2. Approve

We move from pre-qualification to full approval.

Here, we eliminate surprises, finalize your financing, and build confidence to shop smart.

Link to: Loan Approval Dashboard, Document Uploads, Underwriting Updates

3. Shop

Time to tour homes with confidence.

You’ll receive your personalized Buyer Pass (Apple Wallet-ready), confirming your approval and representation.

Link to: Buyer Pass, Rate Tools, Agent Info, QR Code for Open Houses

4. Offer

You’ve found the one—now it’s time to write the strongest offer.

We’ll review the terms, price, buydowns, closing costs, and agent compensation.

Link to: Offer Strategy Video, Mortgage Coach TCA, Draft Contracts

5. Post Close

Homeownership doesn’t stop at closing.

We’ll help track your equity, update your goals, and plan for refinances or move-up options.

Link to: Homeowner Dashboard, Market Updates, Refi Tracker, Agent Referral Tools