Guide a buyer with a readiness plan

Buyer plans begin with eight practical steps covering goals, budget, funds, program options, the secure application, preapproval review, and the home search. Rename, reorder, add, remove, or complete steps as the conversation develops.

Plans are private by default. A share link shows step titles and completion, but not internal notes. Disable the link at any time. Keep financial documents and account numbers in the company-approved secure application.