Your Home Loan Toolkit

  • Your Home Loan Toolkit was produced in two print sizes to accomodate industry demand. 
  • Federally-mandated booklet to guide consumers through the process of shopping for a mortgage and buying a house

    The toolkit provides a step-by-step guide to help consumers understand the nature and costs of real estate settlement services, define what affordable means to them, and find their best mortgage. The toolkit features interactive worksheets and checklists, conversation starters for discussions between consumers and lenders, and research tips to help consumers seek out and find important information. The booklet was produced in a large and small print size, a 508-compliant PDF and in Spanish.

    The Center for Plain Language specifically called out Your Home Loan Toolkit in it's 2015 Federal Plain Language Report Card: "It combines good document design for an instructional document with clear prose, tables, textboxes, easy-touse forms, with engaging but not distracting colors."

    Read more about the design and usability testing of the booklet in my article on CFPB Open Tech
  • This spread from Your Home Loan Toolkit that helps consumers calculate what an affordable home looks like for their circumstances. 
  • Three different cover designs tested with users.