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Checklists

Stay on track

Buying a home or refinancing a property involves a lot of steps.  Use our home lending checklists to keep track of the details.

Buying and selling a home

Home wish list (PDF)
What are you looking for in a new home?  Decide what features mean the most to you.

Homebuying application checklist (PDF)
Keep track of the information you may be asked to provide when you apply for a home loan.

Moving checklist (PDF)
Track and complete tasks for a smoother move.

New construction home financing checklist (PDF)
Track the information you should have on hand when you apply for a home loan to buy a newly built home.

Home selling checklist (PDF)
Track your progress as you get ready to relocate.

Using funds from your home

Home equity application checklist (PDF)
Keep track of the steps necessary to fund a major purchase using the equity in your home.

Refinancing your mortgage

Refinancing application checklist (PDF)
Track the information and documents you may be asked to provide when you apply for refinancing.