The Legends Mortgage Team
Buyer consultation checklist
Make the first conversation useful before anyone asks for a pile of documents. Separate household priorities from a lender’s review.
The Legends Mortgage Team · Updated
Start with the life decision
Discuss the desired move, location, household plans and a comfortable budget. Include room for maintenance and other priorities. Decide which questions need a loan officer and which belong with an agent, insurer or tax professional.
Organize the three numbers
Keep the planned monthly housing cost, estimated cash needed to close and cash remaining afterward on separate lines. The calculator is a planning tool. Ask the loan officer which amounts are estimates and what still needs documentation.
Agree on the next step
Choose a professional, confirm licensing for the property location, and request the secure application route. Write down the next action and who owns it. Do not treat an educational conversation or calculator result as loan approval.
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Source and context
Team educational information; not an approval, rate quote or commitment to lend. Availability requires a review of the transaction. Using these resources creates no referral compensation or obligation.