GET CLEAR.
GO FORWARD.
THERE’S A
PERSON ON
THE OTHER END.
Start with a question. Hear the conversation, then bring your own.
Find your conversationASK A
BETTER QUESTION.
Before you apply.
A few useful questions to put on the table.
Read beyond the rate.
Know what you are comparing before choosing.
Before the keys.
Make room to understand the final documents.
Zach Mooney. Get My Money.
YOUR GOALS. YOUR NEXT MOVE.
Talk through your questions and next step with ZACH MOONEY.
TALK.
MONEY BY MOONEY / SIX STARTING LESSONS
CONFIDENCE
COMES FIRST.
Read the questions and hear a short excerpt. Bring your own situation to the conversation.
01Start with your life.
Write down what you want a home to change and the questions you want answered.
What does my next move need to make possible?
CFPB: Explore your loan choices02Give the budget room.
Build the conversation around the monthly cost and the money needed at closing.
What costs belong beside the mortgage payment?
CFPB: Explore loan costs03Know what to prepare.
Ask which information your lender needs and where it should be provided.
Which documents apply to my situation?
CFPB: Documents and the early process04Compare the actual offers.
Use the Loan Estimates from the lenders you are considering. Ask for unfamiliar items to be explained.
What changes when I compare the full offer?
CFPB: Choosing a loan offer05Read before you sign.
Review the closing documents. Keep questions and changes together for your lender.
What still needs an explanation before closing?
CFPB: Closing on your new home06Keep the conversation open.
A home decision can keep changing with your life. Ask about costs and tradeoffs before a new decision.
What should I understand before changing my home loan?
CFPB: Compare your optionsThe CFPB guides provide independent general education and do not endorse ZACH MOONEY or Barrett. Loan terms and eligibility require a lender’s review.
Download the question worksheetMONEY BY MOONEY / THE ORIGINAL SHORT
A PERSON.
A CONVERSATION.
Watch ZACH MOONEY’s original short with captions.
HIS VOICE / YOUR QUESTIONS
FIND YOUR
STARTING POINT.
Choose a topic and hear ZACH MOONEY’s perspective. Keep the questions you want to ask.
FIND YOUR
OPENING.
My first home
Start with the life you want. Put the questions on the table.
5 CLIPSI work for myself
You built your work your way. Bring that story into the conversation.
5 CLIPSVeterans & service members
Bring your service, your plans and your questions. Start with a person.
5 CLIPSI’m thinking about refinancing
A new direction starts with better questions.
5 CLIPSI’m exploring home equity
Look at the whole plan. Keep the risks in the conversation.
5 CLIPSReal estate professionals
Coordinate the next step around your client’s needs.
5 CLIPSEstate planning attorneys
Keep the home, the people and the larger plan in view.
5 CLIPSDivorce attorneys
A life change brings hard questions. Put the home in the conversation early.
5 CLIPS