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Guides, checklists & tools for every step

Original, printable checklists and simple tools to help you plan, written in plain English for South Florida buyers. Print them, save them as PDFs, or bring them to our call.

Printable checklists

Checklists for every step

Each one opens as a printable page, with a PDF you can download.

♡ Free with email (optional)

First-Time Buyer Checklist

Every step from “I think I’m ready” to keys in hand, in the order it usually happens. Check things off as you go.

  • Pull your free credit reports
  • Get your pre-approval letter
  • Get insurance quotes early
  • File for homestead exemption

Documents Needed Checklist

The paperwork lenders most often ask for, so you can gather it once. Your loan may need more or fewer items.

  • Photo ID
  • Last 30 days of pay stubs
  • 2 months of bank statements
  • Signed purchase contract

Pre-Approval Prep Checklist

Get the most out of your first call and come away with a letter you can shop with.

  • Write down your goals
  • Add up your savings
  • Questions to ask
  • Keep your finances steady

Closing Day Checklist

The last stretch. Here’s what to do the week before, on the day, and once the keys are yours.

  • Review your Closing Disclosure
  • Verify wiring instructions by phone
  • Final walk-through
  • File for homestead exemption
♡ Free with email (optional)

Condo Buyer Checklist

Condos have their own rules. Use this list before and after you make an offer so the building doesn’t surprise you late in the deal.

  • Milestone inspection & SIRS status
  • Special assessments
  • Budget and reserves
  • HO-6 insurance quote

Investor & DSCR Checklist

For rental and business-purpose purchases. DSCR loans look mainly at whether the property’s rent covers its payment.

  • Market rent or lease
  • LLC documents
  • Reserves
  • Run the DSCR numbers

Self-Employed Documents Checklist

Own your business? Here’s what lenders commonly ask for. Your loan type and business structure change the list.

  • 2 years personal returns
  • 2 years business returns
  • Year-to-date P&L
  • Proof the business is active
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