Step 1: Get to our Customer Portal
There are many links throughout our website to get you to our customer portal - the most prominent being the "Create a Customer Profile" button on our homepage - or by clicking the "Login|Create Account" in the upper right-hand corner. From here you can just click here - we'll open it in a new tab and you can create your account while follow along.
Step 2: Create an Account
By selecting the "Sign up Now" button you will be taken to the page below where we gather very basic information about you and where you are in the home buying process. Fill out this information, click "continue" and fill out the information on the following page - then click "Create Account".
Step 3: Check your Email
Our system will have sent you a confirmation email. This email will be from email@example.com - simply select "Confirm your Account". This step is necessary to move forward.
A window will open prompting you to create a password for your account. Your password must be at least 8 characters long and have a mix of letters and numbers. Once you've decided on a password select "Set Password".
Step 4: Complete your profile
Once your password is set and you are in your profile you will see a button on the center of the screen to "Complete your Profile" - click on this. You will be asked a series of questions allowing us to understand your needs and goals regarding homeownership. You can track your progress through the percentage bar at the top. Most of these questions are required, so please take the time to answer all questions. All answers are confidential information. After the last page select "Save".
Step 5: Go to the "Training Center" tab at the top of the page
Choose the date you'd like to attend, and click register. After clicking register, the site will prompt you to fill out your credit card information in order to pay and reserve your spot. Our site is secured through Stripe payment processing.
Once you've paid you are all set!
If you'd like one on one guidance with our homeownership planners check your email - you should have a received an email prompting you to follow a link to sign a disclosure document and also instructions to upload your most recent pay stubs under the "My Documents" tab.
Problem signing up?
Give us a call or send us an email - we are happy to help!