™

Profile

Lv.1

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1

Level

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Streak

0/5

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0

Lessons

Intake Information

Personal & Contact

Full Name—

Date of Birth—

Phone—

Current Address—

City—

State—

ZIP—

Household

Marital Status—

Household Size—

Co-Applicant Name—

Current Housing Status—

Current Monthly Housing Payment—

Employment

Employment Status—

Employer Name—

Occupation—

Years Employed—

Financial Profile

Credit Score—

Monthly Income—

Monthly Debts—

Savings—

Target Home Price—

Target ZIP Code—

Housing Goals

Purchase Timeline—

First-Time Buyer—

Ideal Home Setting—

Contact Preferences

Preferred Contact Method—

Best Time to Contact—

Emergency Contact Name—

Emergency Contact Phone—

Demographics (Optional)

Race—

Ethnicity—

Settings

Language

Homeownership Council of America