Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.
A closer look.
What’s inside
- Welcome and your lending contacts
- The six stage loan roadmap
- Document request checklist
- Document request and response log
- Budget and cost questions
- Review your Loan Estimate
- Rate lock questions
- Conditions and application changes
- Closing preparation and verified funds
- Mortgage words to ask about
- After closing and next contact
Files to edit, read and keep
Editable Word
Editable Word file
Read, print or annotate
These previews show the delivered Word/PDF files. This is a newly prepared website edition with the exact contents and formats below.
One 12-page editable Microsoft Word DOCX and a matching 12-page PDF, on US Letter pages.
From download to ready to use
- 1Keep an unchanged master.
- 2Create a working copy, replace the prompts with accurate information, and remove unused sections.
- 3Duplicate record pages as needed.
- 4Obtain the appropriate review before sharing the completed client copy.
Know exactly what you’re getting
Included
- Editable Word
Not included
- A physical product or shipping
- An Excel spreadsheet
- A Canva template
- Automated financial calculations
- Interactive PDF form fields
Formats and scope
Editable Microsoft Word masters and matching PDFs for reading, printing or annotation. The PDFs have no interactive form fields. No Canva template link, spreadsheet, automated calculation or online service is included. Other editors may change the Word layout; check the finished pages after editing. For loan officers to customize and review under their actual lender requirements. This is not a loan application, approval, rate quote, required disclosure or referral-compensation arrangement.
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