The LO toolkit: Educate your way to a full pipeline

Tend to your homebuyer's journey with strategies and tools that cultivate a flourishing client pipeline now that can bloom all year long.

Cultivate a mortgage-savvy borrower base

This toolkit is designed to help you effortlessly educate your clients, leaving them impressed and eager to work with you!

Whether you prefer email, social media, handouts, or networking in your community, our toolkit is ready to be unleashed in your day-to-day activities. Below, you'll find our expert panel webinar recording, where you can gain invaluable insights and proven tactics from seasoned mortgage experts. Then, dig into our homebuyer education resources – borrower-friendly and tailored specifically to help you grow your pipeline of informed and engaged clients.

Handy homebuyer education tools

Prepare your borrowers for the homebuying process with the help of these educational tools and resources: mortgage myths bundle, social shareables collection and consumer tools. Our easy-to-digest content is borrower-friendly and ready for action so that you can leverage it for your day-to-day activities.

Download and share the best way that works for you: email, social media, handouts, leave-behinds – you name it!

Mortgage myths bundle

Having the right information ready can open the door to viable options prospective borrowers might not otherwise discover. For LOs who are always in prospecting and networking mode, you never know when a seemingly simple question could create a great opportunity. 

Keep these “cheat sheets” handy to debunk some of the most persistent myths today’s prospective borrowers believe. Share them with your borrowers and referral partners!

Download and print all 3

Download and share individually:

Woman giving homebuyer seminar training to a group of people

Build your pipeline by hosting homebuyer seminars

You'll become a trusted advisor among prospective homebuyers when you walk them through the homebuying process step by step.

This pre-built kit of materials makes it easy!
We provide everything you need to host a seminar in English or Spanish, from slides to workbooks to marketing materials – at no charge to you or your borrowers.

See what’s included

Consumer tools

Technology helps us reach borrowers in new and different ways throughout many steps of their homeownership journey. Discover how you can use these online tools to educate your borrowers about the mortgage and homebuying processes.

Homebuyer readiness quiz

Buying a home can be intimidating, but the more prospective homebuyers know, the easier it will be for them to navigate the process of finding a house and getting a mortgage.

Our 10-question quiz is a fun way to find out just how much a would-be borrower already knows – then study up on the topics where they have room to grow! Bookmark it for easy sharing!

Try it out at readynest.com/quiz

Buy Now vs. Wait Calculator

Buy Now vs. Wait Calculator

The Buy Now vs. Wait calculator instantly provides a comprehensive comparison of the financial implications of either choice.

Share this easy-to-use app with your clients to help them realistically compare the financial benefits of buying a house now against the costs associated with waiting to save up a 20% down payment.

Try it out and download our flyer

Calculator Buy Now vs Wait

More homebuyer calculators!

You can help your borrowers even more! Share our down payment, rent or buy, monthly payment and home affordability calculators, all available in English and Spanish, to help them understand all their options.

More calculators

NEW! Listen to key insights from the 2024 Loan Originators Survey

MGIC’s Liz Keuler and Stephanie Budnik share highlights that can help you plan for 2025.

Listen now