Sioux Empire Housing Partnership
Encuesta de Pre-Educación

    Which, if any, of the following steps have you taken toward homeownership? (Mark all that apply)

    ___ Developed a financial plan/budget, looking at future financial goals
    ___ Met with a housing educator/counselor
    ___ Fixed credit issues
    ___ Met with a real estate professional

    If so, how would you rate your realtor:

    ___ Applied for a loan with a lender

    If so, how would you rate your lender:

    ___ Obtained pre-approval for a loan
    ___ Made an offer on a home & signed purchase agreement

    If so, NEW ADDRESS, CITY, ZIP CODE:
    If so, CLOSING DATE:
    purchase price: $

    I feel very knowledgeable about the process of buying a home:

    Have you attended education classes or had any training on homeownership before?

    What are you most interested in learning from this session? (Please mark all that apply)

    ___ Advantages and disadvantages of homeownership
    ___ Costs of homeownership compared to cost of renting
    ___ Financial management/budgeting skills that lead to homeownership
    ___ Managing credit (both fixing and maintaining credit)
    ___ Steps involved in purchasing a home
    ___ Determining how much can be spent for a home
    ___ Working with a real estate professional
    ___ Mortgage products
    ___ Down payment assistance
    ___ Terms like escrow accounts, dual agency, and title insurance
    ___ The responsibilities in owning your own home

    Others (please list):

    Name:
    Address:

    Phone Number: Home
    Birthdate:
    Cell:
    Email Address:
    Education Level:

    Marital Status (Please select):

    Gender (Please select):

    Race (Please select):

    Other:
    Ethnicity:
    Citizenship (Please select):

    Current Housing Arrangement (Please select):

    Current Rent Payment: $

    First-Time Homebuyer?

    Household Type (Please select):

    Other:
    Family/Household Size:
    Annual Family/Household Income: $

    EMPLOYMENT INFORMATION

    Primary Employer:Please select: Part Time or Full Time/
    Position:
    Gross Annual Income (before taxes): $
    Start date:

    Primary Employer:Please select: Part Time or Full Time/
    Position:
    Gross Annual Income (before taxes): $
    Start date:

    Referred to the Sioux Empire Housing Partnership by (select one):

    Other:
    Lender’s Name: Lender’s Email:
    Realtor’s Name:
    May we contact your Lender/Realtor to let them know you have completed the class(s):

    IF PURCHASING A HOME

    New Address: Street,City,State,Zip
    Purchase Price of new home: $

    DOWN PAYMENT/CLOSING COST ASSISTANCE
    Are you using any of the following down payment assistance? (Please select)
    Other:

    CO-APPLICANT INFORMATION

    Relationship to primary applicant (s)?
    Name:

    Address:

    Phone Number: Home
    Birthdate:
    Cell:
    Email Address:

    Education Level:
    Gender (Please select):
    Marital Status (Please select):
    Race (Please select):
    Other:
    Ethnicity:
    Citizenship (Please select):
    Current Housing Arrangement (Please select):
    other:
    Current Rent Payment: $
    First-Time Homebuyer?

    EMPLOYMENTINFORMATION

    Primary Employer: Please select: Part Time or Full Time
    Position:
    Gross Annual Income (before taxes): $
    Address:

    Education Center for Homeownership

    Disclosure Statement

  • I hereby request the services of Sioux Empire Housing Partnership’s (SEHP) Education Center for Homeownership.
  • I agree to provide any information required by SEHP in order to complete the program.
  • I agree to give permission to any lender from which I obtain a mortgage to discuss my loan and any delinquencies with SEHP staff.
  • I understand that SEHP does not charge a fee to participate in the Homebuyer Education Program.
  • I understand that SEHP may recommend several mortgage loan product(s) or down payment assistance. However, I also understand that SEHP is NOT responsible for any lender decision and has NO authority to approve or deny any mortgage application.
  • I understand that completion of the SEHP Homebuyer Education Program is not a guarantee that any mortgage application will be approved.
  • I agree to hold SEHP harmless for any losses, claims, liabilities or damages alleged to arise from SEHP’s services.
  • I understand that SEHP resources, including real estate services, may be available to me, but I am under no obligation to utilize these services.

  • Privacy Policy: I/we acknowledge that I/we received a copy of SEHP’s Privacy Policy.

    The Sioux Empire Housing Partnership (SEHP), Homeownership Education Resource Organization (H.E.R.O.) and HUD require a full disclosure of potential and actual conflicts of interest so that you are in a position to make fully informed decisions. It is up to you to choose whom you would like to work within the mortgage and real estate arena; you are not obligated to receive any mortgage or real estate services.
    Agency Conduct: No SEHP employee, officer, director, contractor, volunteer, or agent shall undertake any action that might result in, or create the appearance of, administering counseling operations for personal or private gain, provide preferential treatment for any person or organization, or engage in conduct that will compromise our agency’s compliance with federal regulations and our commitment to serving the best interest of our clients.
    In working with you to provide Homebuyer Education and/or counseling, the client, is not obligated to receive, purchase, or utilize any other services offered by the organization, or its exclusive partners, in order to receive housing counseling services.
    You further understand that our agency is required to provide you with information on other affordable mortgage product and/or real estate services available to you in the marketplace and that it is your responsibility to ensure that you are receiving the best mortgage product and/or real estate services for your individual or family needs.
    Our Counseling and Education Services Addresses the following:
    Pre-PurchaseHomebuyer Education Counseling
    Pre-Purchase Homebuyer Education Workshops
    Rental Housing Counseling
    Rental Housing Workshops

    Participant Signature Date
    Co-Participant Signature Date