Pre-qualification · Agent tool

Let's see what's possible for this homebuyer.

Walk through each question with the customer. We'll show you which requirements are met, which need a second look, and exactly what to do next.

Customer's preferred language
Progress
0 / 8 answered
Q1
What price range is the customer looking at for their home?
$

We use this to size the down payment and monthly payment.

Q2
Do they have at least $0 saved for the down payment?
Yes
Full 10% saved and ready
Partial
Some saved, but not the full 10%
No
No down payment available yet
Q3
Have they worked consistently for the past 2 years?
Yes
1 year
No
Q4
Have they been paying rent for the past 2 years?
Yes
Paying rent for 2+ years
1 year
Rent history for 1 year
Living with family or friends
No formal rent paid
No
No rent history
$

Enter the amount they pay per month.

Yes
No
$

How much they contribute per month (rent, utilities, etc.).

Q5
Are they employed by a company or self-employed?
W-2 employed
Works for a company, gets a W-2
1099 self-employed
Independent contractor or business owner
Cash paid
Paid in cash, may or may not report
None
Not currently employed
Q6
Have they filed Federal tax returns for the past 2 years?
Yes
1 year
No
Q7
Monthly expenses & loan term
$

Enter 0 if no car payment.

$

Enter 0 if none.

$

Current monthly rent amount.

15 Years
20 Years
30 Years
Q8 A
What is their annual income?
$
OR calculate from hourly
$
Yes
No
$
Weekly
Monthly
Q9
Do they have a Social Security Number or an ITIN?
SSN
ITIN
Neither
Q10
Do they have a valid government-issued ID?

Driver's license, state ID, or passport. International IDs also accepted.

Yes
No
Affordability check
Minimum down payment$0
Maximum loan amount$0
Target house price$0
Borrower context for Teresa *
0 / 100 characters minimum
Next steps

    All questions answered
    Ready to save

    Lead Saved!

    The pre-qualification record has been saved to Zoho CRM.