WealthKey Consulting
Home Readiness & Knowledge Assessment
Section 1: Financial Foundation
Goal: To understand weather your income, savings, and debt are in a position to support buying.
Section 2: Credit Confidence
Goal: To guage understanding and current position on creditworthiness.
Section 3: Renting vs. Owning
Goal: To discover mindset and education level on the benefits, costs, and responsibilities of ownership.
Section 4: Homebuying Team & Process
Goal: To assess if you know key roles and the process order.
Section 5: Home Search & Negotiation
Goal: To guage awareness of the home search process and negotiation.
Section 6: Knowledge of Mortgage & Closing
Goal: To identify gaps around loan types, insurance, and documents.
Section 7: Personal Goals & Readiness
Goal: To understand timeline, motivation, and emotional readiness.
Home Readiness & Knowledge Assessment
Ashley Scott
Created on October 15, 2025
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Transcript
WealthKey Consulting
Home Readiness & Knowledge Assessment
Section 1: Financial Foundation
Goal: To understand weather your income, savings, and debt are in a position to support buying.
Section 2: Credit Confidence
Goal: To guage understanding and current position on creditworthiness.
Section 3: Renting vs. Owning
Goal: To discover mindset and education level on the benefits, costs, and responsibilities of ownership.
Section 4: Homebuying Team & Process
Goal: To assess if you know key roles and the process order.
Section 5: Home Search & Negotiation
Goal: To guage awareness of the home search process and negotiation.
Section 6: Knowledge of Mortgage & Closing
Goal: To identify gaps around loan types, insurance, and documents.
Section 7: Personal Goals & Readiness
Goal: To understand timeline, motivation, and emotional readiness.