Thank you for taking the first step towards homeownership. This worksheet is designed to gather essential information that will help us assess your current financial situation and readiness to proceed with purchasing a home. The questions below will cover various aspects of your financial health, such as income, debts, and credit history, allowing us to provide you with the best possible guidance and support.

Please answer each question as accurately as possible. If you are unsure about how to respond to any question, or if you need further clarification on what information is required, feel free to reach out to us at any time. Once completed, we will review your responses and get in touch to discuss the next steps.

Let’s get started on paving the way to your new home!