Personalized Assessment
$97.00Â
Get a clear picture of where you stand on the path to homeownership. Our assessment mirrors the mortgage process, showing your strengths, identifying areas that may hold you back, and giving you a step-by-step plan to become mortgage-ready. Think of it as your roadmap to buying with confidence.
GET STARTED HEREWhat is a Personalized Assessment
A personalized assessment is an evaluation that’s tailored to an individual’s specific situation, needs, and goals rather than using a one-size-fits-all approach.
Key Features of a Personalized Assessment
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Individualized Data Collection
It gathers details unique to the person—like income, credit, debts, lifestyle habits, or goals (in the case of homebuying, things like FICO score, debt-to-income ratio, assets, and purchase price goals). -
Analysis Against Standards or Benchmarks
Instead of giving a generic answer, it measures the person’s current status against recognized guidelines (like FHA mortgage standards, industry best practices, or financial readiness benchmarks). -
Actionable Insights
The output isn’t just numbers. It points out where the person is strong, where they fall short, and what specific steps they should take to close the gap. -
Custom Roadmap
A personalized assessment often ends with a plan or recommendations—what to fix, what to improve, and in what order—so the person has a clear path forward.
