A few short questions, a few short videos, and a plan that's actually yours.
This is the entry for the ~30% of an agent or lender database who don't own yet (renters, Zillow leads, past inquiries). Your hub already tags and segments these contacts. One click drops them into this experience. Flip these notes off to click through as the consumer would.
Pick the one that's closest to you right now.
This is the same "identify where they are" step your next-gen landing page is built around. Currently, every stage flows into the renter / future-buyer journey, but the information is saved to their homebuyer plan. Based on their concerns and stage, the copy in the path forward adapts to them.
Pick the one that hits hardest. This shapes where your plan starts.
People disclose far more to a screen than to a salesperson. This low-pressure intake captures real intent and worry before any human conversation, exactly the signal a loan officer or agent never gets at first contact.
This is the part that keeps you going. We'll bring it back at the end.
We'll build your personalized FirstHome plan as you go. Either way, the education below is yours to keep, free, no strings.
Each one is a quick video and one small thing to actually do. Check them off as you go.
This is where your listing search and the total-cost-of-living comparison tool live, side by side with the education. The renter sees "here's what to know" next to "here's what's available," and the lender stays the money. Your tech, our content.
Add your name and email to save your personalized plan: your answers, your notes, and your next step, all in one place. Then share it with your agent, lender, or advisor.
No spam. Your plan stays on your device unless you share it.
You've got the foundation. The next step turns "what can I afford" into a real answer.
The journey ends by returning the now-educated, now-engaged consumer to your ecosystem, into their hub or connected to their agent, to become a tracked future buyer.
Everything you've worked through, in one place. Copy it, or send it to your agent, lender, or advisor.
This saved plan is the durable artifact: the consumer's answers, notes, and next step. It's what moves into their hub profile and what a connected agent or lender sees. In production this lives in their account; here it's saved to the browser, no login required.