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Lending Team|Personalized Mortgage Experience
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Downloads
Two worksheets worth printing.
These are the same lists I hand buyers at the start of a file: one for getting ready to apply, one for adding up what closing will actually cost. Print either one, or open it on your phone at the kitchen table.
First-Time Homebuyer Checklist
A one-page checklist covering documents, credit prep, and questions to ask before applying.
PDF · Updated July 1, 2026
Closing Cost Worksheet
Estimate your total cash-to-close: lender fees, third-party costs, prepaids, and escrow.
PDF · Updated July 1, 2026
Have a question one of these doesn't answer? The Learning Center covers the rest, or send it over directly and I'll answer it myself.