Home Insight® Planner

Set your budget. Search for homes. Save your favorites.

The Perfect Home Starts with the Perfect Plan

Find the home that fits you and your budget. Determine a mortgage payment that you can afford, based on your actual budget and lifestyle. Then start shopping for homes with real­‐time rates and loan products.

The Home Insight® Planner can help you:

  • Generate home affordability scenarios based on your actual budget information.
  • Get a clear view of your spending habits and adjust your expenses so you can find a home payment that works for you.
  • Search for homes within your budget and save the ones you like as part of your customized home affordability summary.
  • See real-time mortgage rates and learn which mortgage products can make homeownership a reality.

What’s in It for You?

With the Planner, you'll have access to:

  • Profile: Create your household profile by entering information such as annual income, household size and veteran status.

  • Budget: Input your financial information, including basic living expenses, savings and retirement goals, as well as taxes and recurring debts and obligations to find an affordable or target monthly home payment that works with your budget.

  • Home Search: Using your target mortgage payment, you can search for homes by address, city, ZIP code or neighborhood and view home listings to better understand home affordability. Instantly see each home’s monthly cost in relation to your budget using current loan rates and payments. Access photos, location information, as well as agent contact info and save the ones that catch your eye.

  • Customized Home Summary: Download your customized home summary, contact a loan officer or reach out to the lising agent to learn more about a specific home.
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