Guides & Resources

Clear answers for every step toward home.

Buying a home comes with a lot of questions. Our guides, tools, and trusted resources are designed to help you feel informed, prepared, and confident from your first conversation through closing day.

Inside page from the Path to Purchase homebuyer workbook
Featured page from the Path to Purchase homebuyer workbook
A Look Inside
Our Featured Resource

Homebuying feels easier when you know what comes next.

The Path to Purchase Workbook breaks the mortgage and homebuying process into simple, manageable steps so you can move forward with greater clarity and confidence.

01
Understand the process

Learn what happens before, during, and after your mortgage application.

02
Prepare your finances

Review practical steps for credit, budgeting, savings, and required documentation.

03
Shop with confidence

Know what to expect once you are pre-approved and ready to begin looking for a home.

Open the Path to Purchase Workbook
Choose Your Next Step

Where are you in your homebuying journey?

You do not need to have everything figured out before speaking with us. Start with the option that feels closest to where you are today.

02 Getting Prepared

I’m ready to find out what I can qualify for.

A pre-approval helps you understand your buying power and gives your real estate agent the information needed to help you shop within a comfortable range.

Start Your Application
03 Ready to Buy

I found a home and want to move forward.

Our team will help you compare available loan solutions, complete your application, and navigate each milestone from contract through closing.

Explore Loan Options
Prepare Ahead

Your mortgage document checklist.

Every loan is different, and additional documentation may be needed. Gathering these common items can help your application move more smoothly.

Good to Know

You do not have to wait until every item is collected before contacting us. We will explain exactly what is needed for your situation.

Begin Your Application
Category 01 Identification & Income
  • Social Security number and government-issued identification
  • Recent pay stubs
  • W-2 forms or other income documentation
  • Two years of tax returns when requested
  • Self-employment or 1099 documentation, when applicable
Category 02 Assets & Available Funds
  • Recent checking and savings account statements
  • Investment account statements
  • Retirement account statements
  • Documentation for gift funds, when applicable
  • Information about funds being used for closing
Category 03 Monthly Debts
  • Credit card account information
  • Auto loan or lease information
  • Student loan information
  • Personal loan information
  • Other recurring financial obligations
Category 04 Current Real Estate
  • Current mortgage statement
  • Homeowners insurance information
  • Property tax information
  • Home equity loan or line-of-credit statement
  • Lease agreements for rental properties, when applicable
Planning Tool

Estimate your monthly mortgage payment.

Adjust the purchase price, down payment, interest rate, and estimated housing expenses to explore what a potential monthly payment could look like.

$
$50K $1.5M
$
3.5%
%
$
Annual estimate
$
Annual estimate
$
Monthly estimate
%
Estimated annual rate
Mortgage insurance is removed from this estimate when the down payment reaches 20%. Actual FHA, VA, USDA, conventional, and private mortgage insurance calculations may vary.
Estimated Monthly Payment $2,769

Includes estimated principal, interest, taxes, homeowners insurance, mortgage insurance, and HOA dues.

Principal & Interest $2,190
Property Taxes $292
Homeowners Insurance $150
Mortgage Insurance $155
HOA Dues $0
Estimated Loan Amount $337,750
Down Payment $12,250
Down Payment Percentage 3.5%
Estimated Total Interest $450,629
Get a Personalized Loan Estimate
Community Connections

Local professionals we trust.

From lending and inspections to insurance, warranties, and home services, these are local professionals our team has come to know. Always research and select the provider that best fits your needs.

Home Inspection

Peaks and Gables Inspections

Jason Vaughn

Contact Our Team for Details
Termite Inspection

Bigham Pest Control

Jason Bigham

Contact Our Team for Details

The businesses listed above are independent third-party providers. This list is provided as a convenience and does not require you to use any particular company or service.

Let’s Make Your Next Step Clear

You bring the questions.
We’ll help build the plan.

Whether you are buying next month or simply beginning to explore, our team is ready to help you understand your options without pressure.