Homebuying step tracker for first-time buyers

Your bot walks you through the homebuying steps with a checklist and paperwork list.

What it does

First-time homebuying has a lot of steps. Your bot follows the Consumer Financial Protection Bureau's phases (prepare, explore loan options, choose an offer, get ready to close), keeps your checklist and paperwork list up to date, reminds you of deadlines, and warns you about closing-day wire fraud. It organizes the process; your lender, agent and other professionals still advise you.

What it looks like

Example mockup of the "Homebuying step tracker for first-time buyers" setup: Your bot walks you through the homebuying steps with a checklist and paperwork list. Invented example content. — Example mockup with invented content, not a real account.

Copy-paste prompt

Be my homebuying step tracker. I'm a [first-time] buyer hoping to buy around [month/season].

1. Use the CFPB's homebuying phases (consumerfinance.gov/owning-a-home): prepare, explore loan options, choose an offer, get ready to close.
2. Keep a checklist of where I am and what's next, and remind me of any deadlines I give you.
3. Keep a paperwork list (pay stubs, tax returns, bank statements, ID) and track what I've gathered.
4. Before closing, remind me: confirm wiring instructions by calling a known number, never from an email.
5. You're an organizer, not an advisor. For loans, contracts and inspections, point me to my lender, agent or a qualified professional.

Start by asking which phase I'm in.

Bot template

Open bot templateComing soon

What you need

Grok Bot chat
Calendar connector (for deadlines, optional)

Sources

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