Printable planning tool

Mortgage Lender Question Checklist

Printable mortgage lender question checklist for home affordability planning.

Last updated 2026-05-04. Educational planning only.

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☐ Rate and APR: ________________________________
☐ Points: ________________________________
☐ PMI: ________________________________
☐ Estimated cash to close: ________________________________
☐ Escrow: ________________________________
☐ Prepayment penalty: ________________________________
☐ Lock period: ________________________________
☐ Loan estimate timing: ________________________________

Educational worksheet only. Verify actual mortgage, tax, insurance, HOA, and legal details with qualified professionals.