Mortgage Worksheets

Get organized before applying for pre-approval with this comprehensive checklist.

• Document gathering checklist
• Credit score requirements
• Income verification items
• Asset documentation list

Calculate your monthly housing costs and determine what you can afford.

• Monthly income breakdown
• Housing cost calculations
• Debt-to-income analysis
• Emergency fund planning

Organize your home search with priorities, preferences, and deal-breakers.

• Must-have features list
• Neighborhood preferences
• Property comparison chart
• Viewing notes template

Compare different loan options side-by-side to find the best fit.

• Rate comparison chart
• Closing cost breakdown
• Monthly payment calculator
• Total cost analysis

Ensure you're fully prepared for closing day with this detailed checklist.

• Pre-closing tasks
• Document requirements
• Final walkthrough checklist
• Closing day timeline

Evaluate whether refinancing makes financial sense for your situation.

• Current loan analysis
• Refinance cost calculator
• Break-even analysis
• Long-term savings projection