FIRST TIME HOMEBUYER 1-on-1 Counseling

Looking to meet with a counselor for 1-on-1 guidance with your housing goals? We are happy to meet with you!

Keep reading to learn how to get started...

💡INSTRUCTIONS:💡

Bookmark this page. You will need to refer back to it throughout the counseling process.
Please complete our Online Intake for 1-on-1 Counseling. For your reference: Some of the information requested will be a duplicate of information you have already provided when you signed up for Education. This is to ensure our information is accurate and complete.
Next, please submit your documents using the appropriate links below. This helps us keep your files orderly.
Use these links as many times as you need! If you forgot something, just click the link again to submit whatever you forgot.
Please attach only photos or PDFs.

We can accept clear, well-lit pictures from your phone
Big long document? It's easy to turn paper documents into PDFs! Free tools include Adobe Scan for iPhone and Android
Please "attach" the pictures or PDFs. We cannot accept links to your Google Drive, Dropbox, etc. The actual files themselves must be attached.

📑DOCUMENT LIST:📑

Very First Thing - (Before anything else!)

✍🏻 Online Intake ✍🏻

Priority documents - (submit these first!)

🪪 Photo ID 🪪
license, passport, etc.

📄 Credit Report Authorization 📄

⬇️Download it here ⬇️

📝 Prefer a paper copy? Click here.

🚨 Important documents - (submit these next!) 🚨

Pay Stubs
Most recent pay stub from all jobs

Bank Statements
From all accounts, most recent 3 months

Tax Returns
Most recent year needed
Also known as IRS Form 1040
Don't have them or cannot find them? Click here and request a "Tax Return Transcript"

W2s and 1099s
From all employers
Most recent year needed