Mortgage readiness checklist.

Prepare financing documents before comparing buyer agents and writing offers.

Readiness checklist

  • Two years of income history or clear self-employment documentation.
  • Credit report reviewed for disputes, utilization, and late payments.
  • Bank statements ready for down payment, reserves, and gift funds.
  • Monthly debts reviewed against target payment and approval range.
  • Property tax, insurance, HOA, and mortgage insurance assumptions included.
  • Lender letter refreshed before submitting time-sensitive offers.

Why this matters

A strong buyer agent can move faster when financing is already clear and the offer package is complete.