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Worksheets

  • Budget Worksheet
    To help you track your expenses and build a monthly budget, use this worksheet for at least two or three consecutive months to get a sense of how and where you are spending your money.

  • Mortgage Worksheet
    As you research and compare different lenders and loans, use this worksheet to help you identify the mortgage option that is best for your situation and financial goals.

  • Home Maintenance Worksheet
    Use this worksheet to help you identify any home maintenance issues and repair them before they become more problematic, and potentially more expensive.

  • Lender Contact Log
    As you work with your lender to get help with your mortgage, use this worksheet to document all of your conversations and important information.


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