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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 loan checklist (PDF)*
Track the information you should have on hand when you apply for a construction loan.

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.

Renovation loan checklist (PDF)*
Track your application and project to help ensure they are run smoothly.

Refinancing your mortage

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