Mortgage Planning Checklists
Preparation checklists for physician mortgages, self-employed borrowers, construction loans and lot purchases.
Physician Mortgage Readiness Checklist
Employment agreement, student loan status, license, residency timeline and down payment options reviewed before applying.
Self-Employed Documentation Checklist
Two years of tax returns, business documents, year-to-date P&L and bank statements required for self-employed qualification.
Construction Loan Preparation Checklist
Land, builder, plans, contract, budget and equity reviewed before submitting a construction loan application.
Loan Estimate Comparison Checklist
How to compare Loan Estimates from multiple lenders — rate, fees, APR, cash to close and total cost.
Lot Due-Diligence Checklist
Zoning, utilities, access, survey, title and site work reviewed before purchasing a lot for a future build.
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