Key takeaway

A range of professionals are involved in helping you find your home and secure a mortgage. Two of your primary guides will be a real estate agent and a home mortgage consultant who can help you find the home and the mortgage that best suit your needs.

Buying a first home is a process with many steps. Fortunately, you can work with several professionals who can help you along your journey, from finding a home that matches your budget to finalizing the details of your mortgage. Here are a few of the key people you can rely on as you begin your journey, and the role they play in your home purchase.

Meet five people who will help you on the homebuying journey

Learn more about them

In the following section, you will have the opportunity to listen to audio job descriptions of people you may interact with during your homebuying process. It is possible that the screen reader may lose focus during this process if you close a transcript and try to move to the data point below. If this happens, please just navigate back to where you previously had been. We apologize for any inconvenience.

Real estate agent

I’m here to work with you through every step of the homebuying process.

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88 %
of all buyers purchase their home through an agent

Home mortgage consultant

I can help guide you to the mortgage option that’s right for you. 

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6 + times
65% of lenders reached out to millennial homebuyers at least six times during the loan process.

Home loan processor

I’ll make sure you have all the paperwork to help smooth the loan application process.

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80 %
of borrowers in the past year who had the option to use an online portal to upload documents did so


I’ll verify that the mortgage you’ve applied for is a good fit for your financial situation.

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78.6 %
The highest monthly percentage of loan applications that reached closing between April 2019 and August 2020. The lowest monthly closing rate during that time frame was 73.4%.


I prepare everything for closing — the day you get your new home.

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Your homebuying team is invested in helping you have the best experience possible. Knowing what everyone does, and at what step, can help you feel more in control — and put you that much closer to making homeownership a reality.

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