Sample community preview

144 sample profiles in this group, each one labelled.

Every profile and post here is labelled Sample member. Sample members are fictional, are not reachable and are excluded from member counts, messages, exports and billing. Mode: public.

Latoya Walker

Sample member

New homeowners · Georgia

Reading up on which home documents to gather.

6 lessons done · 1 sample posts

AS

Angel Sanchez

Sample member

New homeowners · Utah

First year with a mortgage and a stack of closing paperwork to sort.

5 lessons done · 0 sample posts

Kenneth Nguyen

Sample member

New homeowners · Massachusetts

First year with a mortgage and a stack of closing paperwork to sort.

3 lessons done · 0 sample posts

CB

Courtney Baker

Sample member

New homeowners · Ohio

Reading up on which home documents to gather.

1 lessons done · 0 sample posts

AW

Amara Williams

Sample member

New homeowners · Illinois

First year with a mortgage and a stack of closing paperwork to sort.

0 lessons done · 0 sample posts

EB

Evan Bailey

Sample member

New homeowners · Oklahoma

Learning what the lender and the closing documents each provide.

1 lessons done · 1 sample posts

SR

Steve Ross

Sample member

New homeowners · Arizona

First year with a mortgage and a stack of closing paperwork to sort.

2 lessons done · 0 sample posts

Tasha Williams

Sample member

New homeowners · Louisiana

First year with a mortgage and a stack of closing paperwork to sort.

3 lessons done · 0 sample posts

AO

Amber Olsen

Sample member

New homeowners · Tennessee

Learning what the lender and the closing documents each provide.

2 lessons done · 0 sample posts

LA

Layla Awad

Sample member

New homeowners · California

First year with a mortgage and a stack of closing paperwork to sort.

5 lessons done · 1 sample posts

Rebecca Bailey

Sample member

New homeowners · Virginia

Reading up on which home documents to gather.

1 lessons done · 0 sample posts

RG

Raul Garcia

Sample member

New homeowners · Colorado

Reading up on which home documents to gather.

2 lessons done · 0 sample posts

SI

Suresh Iyer

Sample member

New homeowners · Massachusetts

First year with a mortgage and a stack of closing paperwork to sort.

3 lessons done · 0 sample posts

HW

Harold Washington

Sample member

New homeowners · Maryland

Reading up on which home documents to gather.

1 lessons done · 0 sample posts

Lisa Russo

Sample member

New homeowners · Ohio

First year with a mortgage and a stack of closing paperwork to sort.

2 lessons done · 0 sample posts

MY

Min Yamamoto

Sample member

New homeowners · Colorado

First year with a mortgage and a stack of closing paperwork to sort.

5 lessons done · 0 sample posts

Christine Walsh

Sample member

New homeowners · Alabama

Reading up on which home documents to gather.

1 lessons done · 2 sample posts

Cindy Zhang

Sample member

New homeowners · Kentucky

Reading up on which home documents to gather.

2 lessons done · 1 sample posts

Linda Myers

Sample member

New homeowners · Arizona

Reading up on which home documents to gather.

2 lessons done · 0 sample posts

Imran Singh

Sample member

New homeowners · Missouri

First year with a mortgage and a stack of closing paperwork to sort.

4 lessons done · 0 sample posts

TH

Terrence Hayes

Sample member

New homeowners · Pennsylvania

First year with a mortgage and a stack of closing paperwork to sort.

2 lessons done · 0 sample posts

Kenji Truong

Sample member

New homeowners · Georgia

First year with a mortgage and a stack of closing paperwork to sort.

2 lessons done · 1 sample posts

KG

Keith Grant

Sample member

New homeowners · Oklahoma

Reading up on which home documents to gather.

5 lessons done · 0 sample posts

Ramon Valdez

Sample member

New homeowners · Pennsylvania

Reading up on which home documents to gather.

6 lessons done · 0 sample posts

PreviousPage 2 of 6Next

Sample activity

How do you handle transfers between accounts?

Sample memberSep 27, 2026

I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.

Hiro Choi · 3 sample replies

How long does your monthly close take?

Sample memberSep 27, 2026

I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.

Candace Terrell · 5 sample replies

What does "awaiting documents" mean to you?

Sample memberSep 27, 2026

A short note on my routine. I follow the guide and keep everything in one folder by year.

Camila Medina · 4 sample replies

How do you track property tax bills?

Sample memberSep 27, 2026

A short note on my routine. I follow the guide and keep everything in one folder by year.

Angel Trevino · 2 sample replies

How early did you start gathering?

Sample memberSep 26, 2026

Sharing what has worked for me so far and curious what others do. I am only talking about habits, not my own return.

Dana Hill · 0 sample replies

How long does your monthly close take?

Sample memberSep 25, 2026

I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.

Cole Ward · 2 sample replies