First Home · Module 01
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Free module
Module 01 · Worksheet

Home Readiness Assessment

Before you start saving harder or searching Rightmove, you need to know where you actually stand - financially, practically, and as a couple. This gives you an honest starting score.

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This isn't a pass or fail. It's a snapshot. Whatever your score, you'll finish knowing exactly what's ready and what needs work - which is more than most couples who start house-hunting without ever asking these questions.

Why readiness matters before anything else

Most couples start the home buying journey from the wrong end. They find a house they love, work backwards to the deposit, and then discover they're 18 months from being mortgage-ready. The three things lenders care about most are your credit profile, your deposit size, and your income-to-debt ratio. But readiness is also about whether you and your partner are aligned on what you're buying, where, and why.

Check your credit score now if you haven't recently. Use Experian, Equifax, or ClearScore - all free. Errors on credit files are common and can take 8–12 weeks to fix. The time to find them is now, not two weeks before your mortgage application.

Financial readiness

Rate yourself honestly. 1 = not at all, 5 = completely.

Financial readiness
- / 25

Lifestyle readiness

Couple alignment

Knowing where you're misaligned now saves significant conflict during viewings.

Couple alignment
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Overall readiness score

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Complete the sections above

Before you move on

Educational worksheet only. Not financial advice. The Investing Couple is a personal finance content brand. For mortgage, legal or financial advice specific to your situation, speak to a qualified adviser.