WORKFLOW 01 / 06 · CUSTOMER CONTEXT
MC
First-time buyer
Meet Maya Chen.
Turn incomplete property information into a plan Maya can act on without losing sight of her savings.
You and your partner are buying your first home. You can handle routine maintenance, but an unexpected major replacement would change your decision.
Offer price$485,000
Cash after closing$26,000
Reserve you want to protect$18,000
Inspection deadlineOctober 16, 2026