A plan of your own

The plan asks for a few details at the moment each one matters, such as income type or gift funds, and adjusts its milestones to fit. If a homebuyer works with a pro, the pro's playbook appears inside the same plan, and a weekly check-in keeps it current. Every word Prescott adds is checked against our compliance rules first.

Opening Hey Prescott now shows a Day Sheet built from your leads, messages and calendar, capped so it stays short. A once-a-day brief from Prescott summarizes the same facts, and each lead page has a What's open panel listing the next steps.

Prescott does the typing from the facts the loan officer enters; the loan officer makes every judgement and signs. Edits are checked again before the letter is finished, and every completed letter is kept in a register.

Once a claim is confirmed, the office edits its program's details and publishes them on its own authority, and the change reaches every page that shows the program. Programs can now be targeted down to individual ZIP codes, and matching honors them.

Offices can upload a PDF or Word document, point to a page on their website, or paste text, and review the program details pulled from it before publishing. Scanned PDFs are transcribed and labeled as such. Teams join by email invitation, and each person can choose which emails they receive.

Homebuyers, pros and search engines can open a single program's page and see its published details in one place, and share the link. A new glossary explains the terms programs use.

Agencies get a page at /agency/ and counselors at /c/, built with the same editor pros use for their profiles, with a live preview and a choice of who can see it. Each page can show services, languages, classes and a way to book time.

Whatever your role, signing in now takes you to the right home, and links that send you somewhere specific keep working after sign-in. Lender organizations and underwriting shops can create their account themselves, and colleagues can ask to join an existing one.

Connect with your own Follow Up Boss key from settings. New Hey Prescott leads are pushed into Follow Up Boss, and when you change a lead's stage there, Hey Prescott updates too. A new Nurture status marks leads you are keeping warm.

Homebuyers who use the wizard in another language now get their plan in that language too. Plans start from a few common situations, finished education certificates clear the education step, and an I'm stuck button lets the homebuyer flag a step for their pro.

If no program fits right now, the results page offers to save the answers to an account, so the nightly check can tell the homebuyer when something new appears.