HOME BUYING GUIDE: PREPARATION

Finding A Home | Financing | Buying Your Home

Preparation

Shopping for and purchasing a home can be a complicated and stressful time for you and your family if you are not properly prepared. An excellent way to help alleviate stress during this time is to become organized from the beginning of the process. Building a financial file is a great organizational tool. A Financial file should include the following:

  • Bank Account Documents and Information
  • Credit Card Documents and Information
  • Credit Score Documentation
  • Auto Loan Documentation
  • Recent Pay Stubs
  • Tax Returns for the last 2 years 
  • If purchasing an investment property, include a copy of the proposed lease
  • 401K statements, life insurance, stocks, bonds, and mutual account information


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