Purchase Documentation Checklist

Purchasing a home can be, well...DAUNTING.

We've curated a specific list for ALL of the items needed in order to help ensure that the process goes smoothly.  Our list includes a checklist to assist you in the preparation of the supporting documentation for the Pre-Approval or Underwriting of your loan.  You can view the document and download it for your records below.

TAKE CASH OUT

Leverage your investment and use the equity your home has gained over the years

Good for
Renovating your home
Paying down high-interest debt

Use my equity

LOWER YOUR PAYMENT

As an established homeowner, you can improve your financial security by refinancing to a lower payment

Good for
Lowering your monthly outlay
Planning for retirement

Reduce my payment

SHORTEN YOUR LOAN TERM

Learn how the home buying process works with our mortgage Refinance into a shorter term so you can pay off your mortgage soonere tools and resources page

Good for
Reducing the amount of interest you’ll pay
Becoming mortgage-free faster

Shorten my term