01 / Compare your offers
Loan Estimate Review Scorecard
Put two Loan Estimates side by side. Compare the full picture, then bring your questions to Enrique.
FREE PLANNING RESOURCES
A little more prepared.
A lot more confident.
Plan your purchase, compare your options, and get ready to close.
01 · PLAN YOUR PURCHASECash-to-close planner
Know what to bring and what could remain in savings.
02 · COMPARE YOUR OPTIONSCompare your Loan EstimateSend your Loan Estimate for Enrique’s personal review.
03 · GET READY TO CLOSEYour buying roadmapA personalized checklist, in English or Spanish.
04 · PLAN YOUR NEXT MOVEMortgage WatchReview your current loan and watch for offers that fit your goals.
Mortgage pre-approval document checklist → · Recursos en español →
Compare two fixed-rate loan offers yourself · Free to use, no signup.
THE HOMEBUYER COLLECTION · ENGLISH + ESPAÑOL
Good questions. A place to start.
Eight practical, two-page resources you can type into or print. Compare offers, organize your budget and get ready for the next step. All available in English and Spanish, with no signup.
02 / Household budget worksheet
Can I Comfortably Afford This Home?
Build a monthly budget around the life you want to keep, not just the mortgage payment.
03 / Stay on track
Mortgage Do’s & Don’ts
A practical check-in list for the financial changes and paperwork that can affect your loan process.
04 / Prepare for the conversation
Self-Employed Buyer Preparation Guide
Organize your business story, existing records and questions before your mortgage conversation.
05 / Review before you sign
Closing Disclosure Review Checklist
Compare your Closing Disclosure with the latest Loan Estimate and record the differences to resolve.
06 / Close with confidence
Closing Day & Wire Safety Checklist
Keep your closing appointment, verified contacts and funding questions in one practical checklist.
07 / Plan the transition
Buying Before Selling Worksheet
Map estimated sale proceeds, cash timing and the cost of carrying two homes before choosing a strategy.
08 / Settle in well
Your First 90 Days as a Homeowner
A simple schedule for your first payment, important documents, household services and maintenance plans.
What documents should I gather for pre-approval?
Start with this list, then confirm the documents and time periods required for your loan. A checklist is preparation, not an approval. Source checked September 20, 2026.
- Recent pay stubs and W-2s, or records supporting the income you plan to use.
- Tax returns when requested; self-employed borrowers may need business records too.
- Recent bank and investment statements showing funds for your down payment and closing.
- Records explaining gift funds and their source, when applicable.
- Information about existing debts and any recent name change.
Use the lender’s verified secure upload channel. Do not email Social Security numbers or bank statements to an unverified address.
CFPB: Create a loan application packet ↗
Download the free pre-approval checklist PDF · No signup required.
Optional resource request
The checklist above is open to everyone. You can also request the investment worksheet or use the form below for a resource download.
Looking for an estimate first? Use the payment calculator.