Welcome Screen
Clients are introduced to HomeBuyer and prompted to begin account creation.
Action: Create a HomeBuyer account
Email Entry
Clients enter their email address to receive a secure Magic Link.
Action: Get Magic Link
Email Verification
Clients are instructed to check their inbox for the Magic Link.
Action: Open email app (Once they tap the Magic Link, they are returned to the app)
Initial Account Setup
Email Verified
The app confirms the email address has been verified.
Next step: Set account passcode
Create a Passcode
Clients create a 4-digit passcode to secure their account.
Acknowledgment Documents
Before the account is fully created, the client must acknowledge documents provided by their broker firm (e.g., GDPR, Terms, Privacy Policy).
Each document must be downloaded before being marked as complete.
Action: Agree & continue
Outcome: Client account is now created.
HomeBuyer Dashboard Overview
Once onboarding is complete, clients land on their dashboard. This is their central hub for progressing through mortgage requirements and tracking their application.
Welcome Card
The top section displays:
The client’s name and profile
A progress indicator showing how many tasks they have completed
A clear prompt guiding their next action, such as Verify identity
This area helps clients understand where they are in the process and what they should do first.
To-Do List
The To-Do tab shows the remaining tasks your client must complete. Examples include:
Personal details
Address history
Dependants
Each item opens a simple form, making it easy for clients to work through required information step by step.
Clients can also switch between To Do and Completed tasks, or tap See all to view the full list.
Applications
This section shows the client’s active mortgage application, including:
Application type (e.g., Buy-to-let)
Applicant type (e.g., Single Applicant)
Broker firm name
Application ID
This helps clients clearly understand which application they are completing tasks for.
