Team Operations Portal
Welcome to ASG HQ
Ashley Sanchez Group — West Valley, Arizona
Active Modules
Live 🏡
ISA Tool
Buyer Consultation
Walk through a full buyer intake call, generate a FUB note, and get a routing recommendation.
Live 📋
Transaction Coordinator
TC Handoff
Create a complete transaction handoff for Lizbeth the moment a buyer goes under contract.
Live 🏦
Financial Tool
Loan Payment Calculator
Compare FHA vs. Conventional side by side. Enter credit score and the system recommends the better option with full PITI, MIP/PMI, DTI, and amortization.
Coming Soon
Soon 🔍
Reviews
Ashley Review Queue
Flagged leads that need team lead sign-off before routing or follow-up.
Soon 🏦
Resources
Lender Directory
Contact info and notes for Barrett Financial Group, builder lenders, and preferred partners.
Soon 🏗️
Resources
Builder Notes
Incentives, communities, co-op policies, and notes by builder across the West Valley.
Soon 🎓
Team
Agent Training Center
Onboarding materials, FUB workflows, and training resources for ASG agents.
Soon 🏠
Consultation
Seller Consultation
ISA intake and qualification flow for listing leads and seller prospects.
Soon 💬
Resources
Scripts Library
Objection handlers, follow-up scripts, and call guides for ISAs and buyer agents.
Soon 🚪
Resources
Open House Resources
Sign-in sheets, follow-up templates, and open house best practices for agents.
Soon 📣
Operations
Marketing Requests
Submit content and design requests for listings, social media, and team events.
Soon 📊
Operations
Transaction Dashboard
Live view of all active transactions, deadlines, COE dates, and pending items.
Soon 💎
Resources
Builder Incentives DB
Current incentives, rate buydowns, and closing cost offers by West Valley builder.
ISA Tool
Buyer Consultation
Complete each section during or after the call. A FUB note and routing recommendation will be generated at the end.
Contact Information Step 1 of 7
Step 1 of 7
Contact Information
Who are we speaking with?
Step 2 of 7
Goals & Timeline
Get to know them a little. What are they hoping to accomplish, and on what timeline?
ISA Script Tip"What's got you thinking about making a move right now? What's the ideal situation for you — new place, more space, something specific?"
Different from timeline — this is the "why now," which often shapes urgency and priorities.
Step 3 of 7
New Build vs. Resale
What type of home fits them best?
ISA Script Tip"Are you open to new construction, or are you focused on existing homes? Have you been out to any model homes yet?"
Step 4 of 7
Financial Qualification
Ask plainly about income, credit, and monthly debt — especially car payments or other loan payments that eat into qualifying income.
ISA Script Tip"Is your income hourly or salary? And roughly what do you bring home each month before taxes?"
Same field or line of work counts, even across employers. Especially important if self-employed.
Include car payments, student loans, credit cards, personal loans. Do not include rent.
Their comfortable target — helps narrow purchase price range.
The walk-away ceiling, if different from ideal.
Step 5 of 7
Down Payment
Available funds and where they're coming from.
ISA Script Tip"Do you have a general idea of how much you'd like to put down? And where are those funds coming from — savings, a gift, retirement?"
Step 6 of 7
Co-Borrower & Background
Will anyone else be on the loan? A few background questions Barrett will ask anyway.
ISA Script Tip"Will anyone else be on the loan with you — a spouse, partner, or family member?"
Step 7 of 7
ISA Notes & Next Steps
Wrap it up — your observations and recommendation.
Complete
FUB Note & Routing
Review the recommendation, then copy the note into Follow Up Boss.
Follow Up Boss Note

Buyer Snapshot

Client—
Source—
Path Preference—
Monthly Income—
Credit Band—
Est. DTI (pre-housing)—
Down Payment—
Current ReadNeeds Pre-Screen
Ideal / Max Payment—
Max Qualifying (FHA 50%)—
Suggested Route

Preferred Lender Pre-Screen Recommended — financial picture needs clarifying before committing to a path.

⚑  Pending Ashley's Final Sign-Off
Financial Tool
Loan Payment Calculator
Enter the client's credit score first — the system estimates rates and recommends FHA vs. Conventional automatically. All figures are estimates; lender confirms actual terms.
Drives rate, PMI and MIP estimates
Rate Override (optional)
If Barrett or a builder lender gives you an actual rate, enter it here to override the estimate
Monthly Costs
Property tax, insurance, and HOA
~1.0–1.2% of price in AZ
~$900–$1,500/yr in AZ
Debt-to-Income Analysis
FHA: front ≤31% / back ≤43–50%  ·  Conventional: front ≤28% / back ≤36–45%
Exclude rent — include car, loans, cards
Enter credit score and purchase price to compare loan options.
💡 Rates are estimated based on credit score tiers using current market data (July 2026 avg: ~6.50%). Actual rates vary by lender, LTV, and market. Always confirm with Barrett Financial.
Transaction Coordinator
TC Handoff
Complete this form when a buyer goes under contract. The generated note goes to Lizbeth.
📋  This handoff is for Lizbeth — Transaction Coordinator. Fill in all available fields, then generate and copy the TC note.
Buyer & Property
Core contract details
Key Dates & Numbers
Contract timeline and financial details
Contract Details & Notes
Everything Lizbeth needs to know to manage this transaction