Checklists & Helpful Information
Use these free resources to prepare for your mortgage, understand the process, and know exactly what to expect. Click any checklist below to expand it.
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Be Prepared
Having your documents ready upfront speeds up the process and reduces stress for everyone.
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Save Time
Borrowers who come prepared typically close faster and with fewer surprises along the way.
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We Guide You
Andrew will walk you through exactly what's needed for your specific situation — these are general starting points.
Helpful External Resources
Check Your Credit Report
Free annual credit reports from all three bureaus.
Consumer Financial Protection Bureau
Government resource for homebuyers with tools and guides.
HUD-Approved Housing Counselors
Find a free or low-cost housing counselor near you.
Pennsylvania Housing Finance Agency
PA state programs for first-time buyers and low-income borrowers.
Ready to get started?
Gather your documents and take the first step. Andrew will guide you through the rest.

