First-time homebuyer workshop for members

A ready-made course you customise for your organisation, with a live session deck and a survey. You only add the 9 details that are specific to your organisation.

See the live deck See the full outline

Try the course Preview the survey

Length: 60 min
Lessons: 3 lessons
Frequency: Member workshop
Last reviewed: 22 Oct 2026

Costs and documents

What would you do?

You want to know roughly what you can borrow before you view homes

Try it: this is one of 8 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the survey tells you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

3 lessons, about 60 minutes
Accordion, process, sorting activity, scenario and quizzes
7-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

13 slides
Poll, quiz, word cloud, ranking slides
A closing slide for your contacts

A feedback survey

Find out what landed and what to change next time.

Feedback survey: 9 questions
Questions written for this session
Results feed your next session

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

ID	Objective	Source	Where it's covered
SO 439.1.1	Explain the steps from deciding to buy to getting the keys	Best practice	Whole course
SO 439.2.1	Tell pre-qualification from pre-approval and know what documents lenders usually ask for + your info	Best practice	Whole course
SO 439.3.1	List the main costs beyond the price (down payment, closing costs, ongoing costs) + your info	Best practice; local guidance	Whole course
SO 439.4.1	Know where to find free homebuyer counselling + your info	Best practice; local guidance	Whole course

Your part: what a template can't do for you

Your workplace details: fill in the 9 highlighted fields so the course describes your own policies, contacts and locations.
Records: record completion in your own LMS or record system.

Course outline

3 lessons, about 60 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise

The path to a home

3 pages

26 min

Before you beginNoteTextList

The path in four stagesTextProcessNoteImageButtonYour info

Put the steps in orderTextSorting activity

Costs and documents

2 pages

17 min

Beyond the priceTextAccordionNoteQuizYour info

Pre-qualification or pre-approvalTextScenarioNoteYour info

Check and next steps

2 pages

17 min

Final checkQuizMulti-select quizYour infoYour info

You have finishedKey factAccordionButtonYour info

Live deck and survey

13 slides to run live, a survey to close the loop

Pink slides are interactive. Every survey question is listed below.

Content · customiseFirst-time homebuyer workshop

Word cloudWhat worries you most about buying a home?

PollWhere are you in the journey?

ContentThe path in four stages

QuizWhich is a one-off cost at closing, not a monthly payment?

RankingPut these steps in order

QuizPre-qualification or pre-approval: which usually checks your documents more closely?

PollWhat is your biggest worry about a down payment?

ContentCosts beyond the price

ScaleHow ready do you feel to take the next step?

Open-endedMy next step

Q&AAsk the trainer anything

Closing · customiseWhere to get help

Feedback survey: 9 questions

Overall, how would you rate this workshop? 5 stars
How useful was this workshop for you? 1-5 scale
Before this session, how confident were you about knowing the next step to take towards buying a home? 1-5 scale
Now, how confident are you about knowing the next step to take towards buying a home? 1-5 scale
I understand what to do next to buy a home. 1-5 scale
What would you like a follow-up on? multiple choice
What question did we not cover? short text
What is one thing we should change or add? open text
How likely are you to recommend this workshop to a colleague or friend? NPS

Make it yours

9 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

Host name{{HOST_NAME}}
Journey steps wording{{JOURNEY_STEPS_WORDING}}
Document checklist{{DOCUMENT_CHECKLIST}}
Local cost examples{{LOCAL_COST_EXAMPLES}}
Follow up contact{{FOLLOW_UP_CONTACT}}
Free counselling resource{{FREE_COUNSELLING_RESOURCE}}

Show all 9 fields

Survey 1 URL{{SURVEY_1_URL}}
Course URL{{COURSE_URL}}
Reporting channel{{REPORTING_CHANNEL}}

FAQ

Common questions

Can I run first-time homebuyer workshop for members training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

Member workshop (60 min).

Who needs this training?

Prospective buyers and members; run by credit unions, banks, lenders and community partners.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 22 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and the survey.

See the live deck