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CHECKLISTS
Essential Loan Checklists
Stay Organized & In Control Every Step of the Way
The loan process comes with a lot of moving parts, but staying organized has never been easier! These checklists are designed to help you track every required document, understand what’s needed and why, and keep everything in one place—right on your phone. Easily access, edit, and check off items as you go, ensuring a smooth and stress-free homebuying or refinancing experience.
The Benefits
01
Why This is Helpful:
02
Stay Ahead of Deadlines
Everything You Need, Right at Your Fingertips – Accessible on your phone, so you can take them on the go and update them in real time.
Each checklist explains what’s required, why it’s needed, and when to provide it so you’re never caught off guard.
03
Avoid Loan Delays
Prevent missing documents and last-minute surprises by following a clear step-by-step guide at every stage.
04
Easy to Use & Available Individually or as a Booklet
Whether you need one checklist or a full guide, everything is structured to keep you informed and prepared.
Step-by-Step Guide to Completing Your Loan Application
The loan application process can feel overwhelming, but this guide breaks everything down clearly! It ensures you collect all necessary income verification, asset documentation, and financial records for a smooth and hassle-free loan approval.
Final Walk-Through Checklist
Your last chance to verify all repairs, check appliances, and ensure no issues have arisen before closing.
Ensures you’re fully prepared for the final step, with a breakdown of closing costs, required documents, and last-minute details to review before signing.
Closing Day Checklist
Helps you prioritize key features and amenities so you stay focused on what truly matters when searching for your dream home.
Must-Have & Wish List
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