Check-in appointment to monitor progress - 180 days. Upon scheduling this appointment, customer should be emailed with a list of docs/updates on tasks that have been completed that need to be uploaded to the NWO prior to the appointment.
90-Day Check-In: Financial Capability (1 hr)
Check-in appointment to monitor progress - 90 days. Upon scheduling this appointment, customer should be emailed with a list of docs/updates on tasks that have been completed that need to be uploaded to the NWO prior to the appointment.
Coordinate Realty Referral (15 min)
Collect signature from NWA Broker for Realty Referral.
Home Buyer Development 180-Day Check-In (1 hr)
Mortgage Readiness appointment for Home Buyer Development (Counseling) Milestone.
Home Buyer Development 90-Day Check-In (30 min)
Mortgage Readiness appointment for Home Buyer Development (Counseling) Milestone.
Home Buyer Development Counseling Initial Appointment (1 hr 30 min)
Initial appointment for Home Buyer Development (Counseling) Milestone.
Initial Lending Appointment (1 hr)
Initial appointment with a Loan Officer to understand where you are at in the process, develop a 'roadmap' to your homeownership goals, and answer any questions you may have.
Intake/Document Collection Appointment (15 min)
In this appointment we will collect all required documents to ensure that we get you on the right path on your journey towards homeownership.
This is a 1 hour, one on one session required of customers who complete the Home Buyer Education Course online. Customers cannot receive their certificate of completion for the HBE course until they attend this appointment.
Realty - For Purchase Purchase Agreement (1 hr)
Purchase Agreement appointment for Realty - For Purchase Milestone.