What a Buyer’s Financial Plan Should Include
A complete, personalized financial plan for homebuyers should cover:
- Affordable price ranges based on Conventional, FHA, VA, or USDA loan options
- Scenarios with minimum cash requirements or full use of available funds
- Strategies to reduce cash needed for closing and downpayment
- Special loan programs based on buyer status and property location
- Localized breakdown of closing costs
- Ways to lower monthly mortgage payments
- Insights on possible tax benefits
- A “Buy vs. Rent” comparison
- Tools to assess the right time to buy
Empowering Agents & Loan Officers
Many agents shy away from financial questions simply because they don’t have the tools. AskChristee changes that. With our intuitive platform and mobile app, agents can provide valuable financial insights and become trusted advisors—not just salespeople.
For loan officers, AskChristee offers a professional-grade platform that takes the guesswork out of prequalification. Generate fast, accurate, and customized loan scenarios—right from your phone.
- Agents often use Quick PreQual which does not require input of income and debts.
- Loan Officers typically rely on the PreQual module, which uses full financial data including income, debts, and credit scores for customized reports per lender guidelines.
Together, these tools streamline communication and ensure buyers get clear, well-rounded guidance.
The Christee Advantage
AskChristee includes 16 advanced financial modules, offering a level of insight far beyond standard affordability or mortgage calculators.
Whether you’re exploring options for a primary home, vacation property, or investment purchase, AskChristee delivers clarity and confidence. Even unique scenarios—like helping seniors purchase a home with no monthly mortgage payments—are covered.
Please note: AskChristee does not provide loan approvals. All information is illustrative and should be reviewed with a licensed lender.
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