Buying Your First Home

A simple, step-by-step path with verified experts. Booking is free, 24/7.

Your 5 steps

Verified, licensed experts • License number on every profile • Your data is never sold • Book online at a time that works for you

1. Get Pre-Approved — Loan Officer

Set your payment target and max price. Pick Conventional/FHA/VA and check down-payment help.

2. Shop & Make an Offer — REALTOR®

Tour homes, write a strong offer, negotiate repairs or credits.

3. Inspection, Appraisal & Underwriting — Loan Officer & REALTOR®

Inspection → appraisal → final loan approval; upload any conditions and lock your rate.

4. Homeowners Insurance & Closing — Insurance Agent

Issue a homeowners binder listing your lender; review the Closing Disclosure, sign, get keys.

5. Taxes & Homestead — Tax Expert or CPA

Lock in savings—file Homestead and capture mortgage-interest/property-tax deductions with a CPA.

This profile is part of the FinXConnect™ pre-launch experience. Final features, layouts, and functionality may change upon full platform launch.
The current version is for early access and onboarding purposes only.

Quick tips

• Ask about down-payment help and seller credits to lower your cash to close.• Don’t open new credit or make big purchases until after you close.• Call the title/escrow company to confirm wire instructions before sending money.• After you get the keys: file Homestead (if allowed) and save your Closing Disclosure + tax form (Form 1098).• 1099 income: use a bank-statement loan now, then refi to conventional in 12–18 months.