You met with your Homebuyer Advisor and shared your goals, timeline, and current situation. That was your first step — and you're already ahead of most.
📄 Step 2: Submit Your Documents
Now it's time to upload the basic documents we need to verify your info and unlock your customized Homebuying Roadmap.
👉 You’ll receive a secure link and list of exactly what we need after this page.
🧠 Step 3: Craig Builds Your Homebuying Roadmap
Once your docs are in, Craig — our Team Leader & Mortgage Magician — will personally review your file and create your step-by-step plan to get pre-approved and into a home.
📞 Step 4: Roadmap Strategy Session
You’ll meet 1-on-1 with Craig to go through your full game plan, answer your questions, and confirm your pre-approval — or pivot you to a credit or income plan if needed.
🔑 Step 5: Start Your Home Search
Once you’re approved, we’ll help you connect with the right real estate team and begin your official search for your new home. This is where it gets fun.
Bank-level security
Takes 2 minutes to upload
No commitment, just clarity
Personally reviewed by Craig