Mortgage & Home Loan Preparation Bundle | Complete Finance Toolkit

Get organized before applying for a home loan and make your mortgage numbers easier to understand.

The Mortgage & Home Loan Preparation Bundle brings together practical tools to help you prepare financially for a mortgage, review your borrowing position and organize the information you'll need when speaking with a lender or broker.

Review your credit, income and expenses, track your savings history, assess your borrowing readiness, work towards your deposit goal and organize the documents commonly needed for a loan application.

The bundle also includes calculators to help you estimate borrowing power and compare home loan repayment and amortization scenarios.

It is designed to help you arrive at your home loan conversations more prepared, informed and organized.

What’s included

• Mortgage Guide
• Mortgage Freedom Guide/Planner
• Credit Check Checklist
• Income & Expenses Snapshot
• Borrowing Readiness Scorecard
• Documents Needed for a Loan Checklist
• Savings History Tracker
• Deposit Goal Planner
• Borrowing Power Calculator
• Home Loan Comparison & Amortization Calculator
• Budgeting Basics eBook