Preview only — this is an example of what the Client Portal will look like. It's not yet functional (no real login or live data); the working version is still being built.

Welcome back, Raquel.

You're in the Financial Readiness stage — here's where things stand.

🔔

Your Homeownership Plan

Stage 2 of 5 · On track for your target timeline

Enroll & Learn
Get Ready
Get Approved
Find & Close
Welcome Home

This Month's Tasks

Assigned by Jordan · updated 2 days ago

Complete savings goal worksheetSubmitted Jul 14
Finish Credit Coaching · Module 2Completed Jul 20
Upload last 2 pay stubsNeeded for readiness review
Due Jul 28
Schedule your monthly check-in call15 minutes with Jordan
Due Aug 1

Recent Messages

From My Home Plan Advisor

Jordan ReyesGreat progress on your savings goal this month — let's talk about next steps on your call.
My Home Plan TeamYour Credit Coaching Module 2 has been marked complete. Nice work!
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Jordan Reyes
My Home Plan Advisor
Message Jordan Schedule a Call

Savings & Credit Snapshot

Updated weekly

Down Payment Savings Goal62%
Estimated Credit Score676
Months of Consistent Saving8

Closing Credits™ Status

Your eligibility progress

✓On-time rent payments
✓Advisor plan engagement
···Mortgage-ready status

Documents

Shared with your Advisor

Savings Goal WorksheetApproved
ID VerificationApproved
Pay Stubs (2)Awaiting Upload