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.