Financing Checklist

Being prepared for your mortgage appointment will help you feel prepared, informed and in control of the conversation when discussing your finances and budget for a new home. With a checklist to follow, you’ll be sure you have all the accurate pieces of information before meeting with your Mortgage


Wells Fargo has an extensive source of references, checklists and guides to help you prepare for such meetings.

Home Buying Application Checklist:

Home buying application checklist (PDF)

New Construction Home Financing Checklist:

New construction home financing checklist (PDF)

For more checklists from Wells Fargo:

Dynasty Partners also offers resources and guides to help you on our website. Please check out the Resources section at the top of our webpage.

Financing Options:

Moving Checklist:

Home Care:

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