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Step Across the Threshold With Confidence, Not Confusion
Walking through the front door of your new home should be a milestone celebrated with complete peace of mind—free of last-minute lender surprises, overlooked grant programs, or rushed underwriter conditions.
At Clear Consult & Concierge, we provide the independent advisory and step-by-step roadmap that puts you in command before, during, and through closing day.
Which Service Fits Your Homebuyer Journey?
Answer five quick questions and we'll recommend the right level of guidance for your timeline.
Get a Personalized Recommendation in 60 Seconds
Tell us where you are in the process. We'll match you to Clear Consult or Clear Concierge based on your readiness, timeline, and the support you want.
Choose Your Level of Homebuyer Guidance
Every step is legally protected: review and sign our client service agreement first, complete payment, and immediately book your Zoom consultation.
Clear Consult
Buyers who want a focused plan
A focused, high-clarity 90-minute strategy session and personalized road map before applying for your loan.
What's Included:
- 90-minute 1-on-1 homebuyer consultation via Zoom
- Personalized next-step loan plan & buyer timeline
- Mortgage-process education & jargon decoder
- Document organization & income proof checklist
- Lender-question preparation (avoid costly traps)
- One 30-minute follow-up session within 30 days
Requires signed service agreement prior to payment checkout
Clear Concierge
Buyers who want ongoing support
Hands-on, end-to-end guidance from pre-approval through underwriting condition clearance and closing celebration.
What's Included:
- Everything included in Clear Consult
- Milestone concierge support for up to 45 days
- Six (6) total scheduled concierge touches & strategy calls
- Direct document-request tracking & escrow liaison
- Condition-response organization (streamline underwriter asks)
- Closing-readiness checklist & closing disclosure audit review
- Post-closing wrap-up & warranty/escrow records archive
Requires signed service agreement prior to payment checkout
How the Complete Consultation & Concierge Funnel Works
An automated, transparent workflow engineered for your peace of mind.
Free Webinar
18-min video education on loan terms and traps.
Client Agreement
Review scope, sign legal consent digitally.
Secure Payment
Pay in full ($598 or $1,598) with instant confirmation.
Zoom Scheduler
Book your 90-min consultation slot instantly.
Milestone Engine
Automated tracking through closing day.