01
Sort the known facts
Place each client detail in the right affordability category and separate confirmed figures from estimates.
Made for Financial Advisors
Prepare for a Home Purchase Review
Also useful for: Financial Planners, people in Finance
20 min
Beginner
Financial Organization
Prepare for a Major Purchase
Preparing for a Major Purchase
Turn scattered home purchase details into an organized affordability review checklist.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Catch missing income, cash, debt, credit, cost, and timing details before discussing what a client may be able to afford.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Find the material gaps
Check the inventory for missing or conflicting details that could change affordability or available cash.
03
Build the follow-up checklist
Convert the gaps into direct questions and a clear list of items to verify before the review.
Make Your Play
Prepare for a Home Purchase Review
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Describe the household, target location, property type, expected price range, occupancy plan, and purchase goal.
0/10000
List each income source, amount, frequency, stability, and any expected change.
0/10000
List savings, investments, gifts, sale proceeds, and other funds that may cover the purchase or reserves.
0/10000
List monthly debt payments, balances when known, credit concerns, and any planned borrowing or payoff.
0/10000
Enter known or estimated down payment, closing, moving, repair, furnishing, and inspection costs.
0/10000
Enter known or estimated mortgage, taxes, insurance, association fees, maintenance, utilities, and commuting costs.
0/10000
Describe the target purchase date, current lease or sale timing, and expected household or financial changes.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Sort the known facts
Place each client detail in the right affordability category and separate confirmed figures from estimates.
02
Find the material gaps
Check the inventory for missing or conflicting details that could change affordability or available cash.
03
Build the follow-up checklist
Convert the gaps into direct questions and a clear list of items to verify before the review.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Use estimates when exact figures aren’t available, but label them clearly. Leave unknown items blank instead of guessing. Remove account numbers and other sensitive identifiers before entering client information.
Advanced instructions
Add planning assumptions only when they came from the client or a documented source. Separate lender qualification from broader planning affordability, and flag figures that need tax, lending, insurance, or legal confirmation.
Use this when
You're preparing for an initial home purchase review and need a fast way to organize known facts, estimates, and unanswered questions.
You'll need
- Purchase plan
- Income details
- Available funds
- Debt and credit
- Upfront purchase costs
- Ongoing housing costs
- Timing and changes
You'll get
- Every affordability category marked confirmed, estimated, or missing
- Every conflicting figure isolated for follow-up
- All material missing items placed in priority order
- Client questions prepared for the next contact
- Sensitive identifiers excluded from the review.
By the end of this playbook
You will have:
- Every affordability category marked confirmed, estimated, or missing
- Every conflicting figure isolated for follow-up
- All material missing items placed in priority order
- Client questions prepared for the next contact
- Sensitive identifiers excluded from the review.
Examples
Progress 1 of 3