Free two-page worksheet · No email required
Your spring homebuying readiness checklist
Turn a vague spring goal into a document list, realistic cash plan and focused property search before you start touring.
Get your free worksheetA plan you can bring to the conversation.
A two-page readiness checklist with space for your lender questions and next steps. No email required.
Step 1
My purchase goal
- Target season and reason for moving
- Monthly housing budget to discuss with lender
- Preferred areas, required features and flexible preferences
Step 2
Lender readiness
- Lender contact and requested documents
- Questions about income, credit and financing options
- Next review date and steps to complete first
Step 3
Cash plan
- Down payment and estimated closing funds
- Inspection, appraisal, moving and other upfront costs
- Savings target and reserve after closing
Step 4
Search readiness
- County/property resources to check
- Property questions needing professional review
- Agent consultation and first serious-search checkpoint
Private request
Want a plan for your situation?
Tell Jason where you are in the process. This optional request is separate from your free download.