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Affordability Snapshot Intake ($39)

Welcome! This form will help us create your personalized home affordability snapshot.

We’ll estimate what you can realistically afford based on your income, debts, down payment, and where you plan to buy—so you can feel more confident before speaking with a lender.

This quick intake takes just a few minutes. Your custom 1–2 page report will include:

The one-time fee for this report is .
There are no upsells—just a clear, personalized snapshot delivered within 48 hours.

Intake Questions

1. What is your total household income (before taxes)?

Enter your combined gross annual income before taxes or deductions. This helps us calculate a realistic monthly housing budget

2. What are your total monthly debt payments?

Include the minimum payments on car loans, credit cards, student loans, or other debts.

3. How much do you have saved for a down payment?

Enter your total available savings for a down payment (e.g., 25,000).

4. What city and state are you planning to buy in?

This helps us estimate local housing costs and property taxes.

5. Will you be buying alone or with a co-borrower?

We ask this to see if you’ll qualify for a higher loan amount with a co-borrower’s income.

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6. What is your estimated credit score range?

Choose the range that reflects your most recent credit estimate.

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7. Would you like to include HOA fees in your monthly cost estimate?

If you plan to buy a condo or townhome, HOA fees may apply.

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8. What is your current rent or mortgage payment?

9. Should we include utilities, insurance, and taxes in your monthly estimate?

Selecting “yes” gives you a more realistic monthly housing cost

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10. Is there anything else you'd like us to consider in your snapshot?

Mention anything unique—like side income, self-employment, or help from family.

11. Do you have a preferred mortgage setup in mind?

Description: Select the mortgage type you're most likely to choose. If unsure, we’ll default to 30-year fixed.

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Anything else we haven't covered that might affect your costs?

Total: $39 – One-Time Cost for Your Personalized Relocation Report

What is your first name?

Email address

Phone number (optional)