Free real estate checklists and cheat sheets

Printable, plain-English resources that link back to the glossary. Free to use - no email required.

  • First-Time Buyer Closing Checklist

    A step-by-step checklist from accepted offer to keys: deadlines, documents, the Closing Disclosure, wire safety and what to do after closing.

    For first-time homebuyers · Version · Web page and PDF

  • Real Estate Investment Formula Cheat Sheet

    Every core rental and flip formula on one page - NOI, cap rate, cash flow, cash-on-cash, DSCR, GRM, the 70% rule, ROI and LTV - with links to each explanation.

    For rental and fix-and-flip investors · Version · Web page and PDF

  • Mortgage Costs and APR Comparison Guide

    How to compare loan offers: rate vs APR, points, lender fees, third-party costs, prepaids, escrow and mortgage insurance - with a side-by-side worksheet.

    For homebuyers and refinancers comparing lenders · Version · Web page and PDF

  • New Construction Builder Incentives Checklist

    Questions to ask before you sign with a builder: total price, lot premiums, upgrades, lender-tied incentives, contribution limits and inspections.

    For new construction buyers · Version · Web page and PDF

Educational information only - not financial, legal, tax or real estate advice. Rules and costs vary by loan program, contract and location; confirm with your lender, agent, attorney or tax professional.