Home-Buyer Readiness Scorer form template
Buyers answer a handful of questions about savings, credit, debt, and stability; a readiness score branches them to one of three outcomes — mortgage-ready, almost-there, or build-your-foundation. Follow-up questions appear only when they signal a possible issue, keeping the quiz fast and personal.
What’s in the box
Weighted readiness score
Savings, credit, and debt each add points that route the result.
Smart follow-ups
We only ask about co-signers when the credit answer suggests it helps.
Three tailored outcomes
Mortgage-ready, almost-there, or foundation-building — each with next steps.
Perfect for
- Mortgage brokers
- Buyer's agents
- Lead capture
- First-time buyer programs
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