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Financing Checklist

  • Writer: Scott Van Zee
    Scott Van Zee
  • Jun 19, 2021
  • 1 min read

Updated: Jul 21, 2021

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. Most lenders have an extensive source of references, checklists and guides to help you prepare for such meetings. The first step is to meet with a lender to get pre-approved for the amount you can afford.


As you move further along the in the financing process, your bank will ask for items such as:


  • Signed Purchase Agreement & Construction Specifications

  • W-2 Forms

  • Paystubs

  • Written explanation of any recent changes in employment

  • All pages of your personal tax returns and schedules

  • Bank account or other asset statements

  • Retirement account statements

  • Other mortgages or loans


Dynasty Homes 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:

 
 
 

1 Comment


Gary
Jul 24

Credit lock is all smooth and easy—turn it on and off with a couple of taps on your phone, like you’re locking your car. It’s convenient until someone decides to hack their way in because they know you’ll probably just unlock it again. Then, there’s the credit freeze, which is more like setting up a fortress around your credit. You actually have to jump through hoops to unlock it, which means it’s way harder for someone to sneak in. Sure, it’s a pain when you need to unlock it for, I don’t know, a loan or something, but it’s way more secure. Want to really understand how credit lock and credit freeze differ? Take a minute to read through this:…

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