Intake Questionnaire Instructions


Please complete the questionnaire, budget worksheet, and sign disclosures before attending the Homebuyer Education workshop, Financial Fitness workshop, or counseling session. Only complete this process if you have been asked to do so.

  • We will need a photo or scan of your driver’s license or state ID, your most recent
    paystubs, and other income verification documents.
  • We need all information and documents requested to provide you with the Homebuyer Education or Financial Fitness workshop attendance certificate after you attend the workshop.
  • You will only need about 15 minutes for completion.


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