Mortgage
Purchase financing file: planning checklist
Coordinate a client introduction and agree on the financing documents needed, without losing context between the buyer and their realtor. Use this guide before a new assignment, then return to it when the scope or schedule changes. Confirm the details with your client and record who owns the next step.
On this page
Build a useful job brief
Use these questions during intake. Record the answers, the person responsible and any unresolved decision in the job record before confirming the next step.
- 1
Which financing milestone is next, and when does it expire?
- 2
Which income and property documents has the broker requested?
- 3
Who may receive status updates, and by which secure channel?
Client management
Keep the buyer, referring realtor and target property connected. Record the requested financing timeline and who is responsible for the next follow-up, so a new introduction becomes a clear client record.
Explore this toolFiles & documents
Prepare a document checklist for the specific file before requesting uploads. Record what has arrived, what is missing and which version is current. Share sensitive financial documents only through the authorized client relationship.
Explore this toolClient portal
Give the client one place to follow requests and find the next step. Confirm who will communicate outstanding conditions and deadlines. Keep financing decisions with the qualified professional; the workspace organizes the relationship and its records.
Explore this toolBefore you hand off the work
Adapt this operational checklist to your agreed scope and professional requirements.
Put the plan into practice
Start with one client record and one clearly scoped job. Link the service address, relevant files and agreed next action. Review the plan with the assigned teammate before the first visit, and update the record when the client approves a change.
