Mortgage checklists, worksheets & deal tools
The exact checklists our loan officers wish every borrower had before they applied. Open downloads, no email gate, no sign-up. Print them, share them, bring them to your loan officer.
Self-Employed Mortgage Document Checklist
Free checklist of every document self-employed borrowers need for bank statement, 1099, P&L, and asset depletion loans. Download, print, and get approved faster.
Open free resource ›First-Time Homebuyer Checklist
A step-by-step first-time homebuyer checklist: credit, budget, pre-approval, house hunting, and closing. Free download, start 90 days before you want keys.
Open free resource ›DSCR Deal Analyzer (Interactive + Free Spreadsheet)
Analyze any rental property with the DSCR formula lenders actually use. Interactive walkthrough plus a free CSV deal-analyzer template you can reuse on every deal.
Open free resource ›Closing Cost Worksheet (Free Download)
Every closing cost line item, explained, with a free worksheet to estimate your total cash to close. Download and bring it to your loan officer.
Open free resource ›Refinance Checklist (Free Download)
The complete refinance checklist: when refinancing makes sense, documents to gather, break-even math, and lock timing. Free download.
Open free resource ›Want a loan officer to review your numbers?
Run the free quiz and a licensed loan officer comes back with real options, usually within one business day.