Buyer’s Checklist
It takes a lot of planning, effort and, of course, paperwork to go from finding your new home to getting the keys in the front door.

Knowing the who, what, where and when of the process will help you keep your sanity amidst one of life’s most important – and exciting – financial decisions.

The first thing you can do to simplify the process is to work with a Wealthberg Real Estate agent who’ll be with you every step of the way. Curious about all that is involved in the buying process? Check out our quick Buyer’s Checklist. These are the steps you and your agent will walk through as you move from dreaming of your new home to living in it.

Buyer Follow-up Checklist

Agency Disclosure

__ Seller’s Agent
__ Buyer’s Agent
__ Dual Agent
__ Non-Agent
__ Facilitator
__ Yes __ No

If yes, Signature Date
_______________________________

Fair Housing

Explained __ Yes __ No

Earnest Money

Promissory Note Redeemed
Date ___________ N/A ____ Inspections Private Home Inspection
Date _________________________
Contingency Removed __________

Pest
Date _________________________
Contingency Removed __________

Municipal
Date _________________________
Contingency Removed __________

FHA/VA
Date _________________________
Contingency Removed __________

Other ________________________
Date _________________________
Contingency Removed __________

Complete Loan Application

(Check with your lender for additional needs if you are divorced, paying child support, or self-employed; or if you own income properties.)

Loan Officer ___________________
Phone # ______________________
Date _________________________

Bring:
___ Past 2 years’ W-2 tax forms
___ Paycheck stubs for last 30 days
___ Last 3 months’ statements from all deposit and/or investment accounts (checking, savings, 401K, mutual funds, etc.)
___ Cancelled rent/mortgage checks (12 months)
___ Name/address of any landlord (12 months)
____________________________________
____________________________________

Date _________________________
___ Application fee (check or money order) Closing Company Escrow Officer/Title Company _________________
Phone # ______________________
Date _________________________
Contact Movers Name _______________________
Phone # ______________________
Moving Date ___________________
Obtain Homeowners Insurance Agent ________________________
Phone # ______________________
Date _________________________
Arrange Utility Transfer _________________________
Gas Phone # _________________________
Electric Phone # _________________________
Telephone Phone # _________________________
Cable Phone # _________________________
Other ______________________
Final Walk-Through Date _________________________
Contingency Removed _________________________
Sign Final Papers Date _________________________
Location ______________________
Obtain Keys From ________________________
Date ________________________
Time ________________________