Turn Resident Support Into a Pathway to Homeownership
Establish a structured renter-referral process that connects your residents with financial education, homebuyer preparation, and coordinated referrals — while supporting responsible transitions from renting to owning.
A clear, documented path for referring residents
Why participate
Offer residents a meaningful benefit and a structured pathway toward long-term financial stability and homeownership.
How referrals work
Designate an internal referral point of contact and share program information with interested residents through documented, consistent channels.
Resident communication process
Use approved, plain-language communications that make participation voluntary and clearly non-discriminatory.
Program participation expectations
Follow a written partnership agreement covering scope, fair-housing compliance, privacy, and reporting cadence.
Reporting and impact measurement
Receive periodic, aggregate impact summaries — enrollments, education completions, and referrals to closing partners.
What partners gain
- Financial education for residents
- Organized referral tracking
- Community impact reporting
- Resident engagement support
- Homeownership pathway support
- Potential CRA, ESG, or community-development collaboration opportunities for appropriate partners
Participation does not automatically satisfy any legal, CRA, ESG, fair housing, tax, grant, or regulatory requirement.
Fair and Consistent Referrals
Referral criteria and resident communications should be documented, consistently administered, voluntary where required, accessible, and compliant with fair housing, consumer protection, privacy, and other applicable laws.
Start a referral partnership conversation
Important information
Your Homeownership Journey Can Start Before You Apply for a Loan
Take the first step by learning where you stand and what actions may help you become mortgage-ready.