NMLS# 2213358
First Time Home Buyer’s Guide | Bartling Lending Partners

What Can You Afford?

Use this worksheet to calculate how much you can comfortably spend on housing each month.

📊 Monthly Budget Calculator

1 Monthly Income

Total Monthly Income (Step 1) $0

2 Monthly Non-Housing Expenses

Total Monthly Non-Housing Expenses (Step 2) $0

Amount Available for Monthly Housing

$0
Enter your income and expenses above

4 Monthly Estimated Housing Expenses

Total Monthly Housing Expenses (Step 4) $0

Can You Afford This Home?

$0
Enter your housing expenses above

Home Buyer’s Checklist

Use this checklist to identify your must-haves, desired features, and nice-to-haves.

🏠 Your Dream Home Criteria

to

Feature Priority Checklist

Feature Nice to Have Desired Must Have
Garage
Fenced-in Yard
Pool
Deck/Patio
Hardwood Floors
Open Floor Plan
Updated Kitchen
Master Bathroom
Home Office
Central Air
Walk-in Closet

Loan Application Checklist

Don’t let the application process slow you down! Have these documents ready to speed up your approval.

📄 Documents You’ll Need

Personal Information

Employment & Income

Assets

Liabilities

Property Information

Mortgage Do’s & Don’ts

Your credit, income, and assets are verified after you submit your application—and sometimes right before closing. Follow these tips!

✅ DO

  • Call your mortgage consultant if you’re unsure if something will impact your loan.
  • Keep original documents — all pay stubs, bank statements, and financial documents.
  • Pay all bills on time — late payments impact your credit score.
  • Continue working at your current job until after closing.
  • Respond quickly to any requests from your loan processor.
  • Keep your bank accounts stable — avoid large deposits or withdrawals.

❌ DON’T

  • Apply for new credit or increase credit limits during the loan process.
  • Max out credit cards — keep balances below 30% of limits.
  • Consolidate debt or close credit card accounts.
  • Make large purchases — cars, furniture, appliances, etc.
  • Change jobs or positions without consulting your lender first.
  • Co-sign on another person’s loan.
  • Change your name or address during the process.

Steps in a Real Estate Transaction

What happens from start to finish in buying your home.

Get Pre-Approved

Connect with Adam & His Team to get pre-approved for your loan first—this tells sellers you’re serious.

Connect with a Realtor

Find a licensed real estate professional to guide you through finding the right home.

Find Your Home

Work with your realtor to find and make an offer on your dream home.

Sign Contract

Sign purchase contract and provide earnest money funds.

Inspections

Order termite and mechanical inspections to assess the property.

Title Process

Title company opens file, orders title commitment, and reviews for defects.

Loan Approval

Receive final loan approval from your lender.

Closing Scheduled

Set closing date with escrow officer at title company.

Close & Get Keys!

Sign documents, funds are distributed, and you get the keys to your new home!

Moving Checklist

Stay organized before and after your move with this handy checklist.

📦 Your Moving Checklist

Before the Move

After the Move

Mortgage Calculator

Estimate your monthly payment based on home price, down payment, and interest rate.

💰 Calculate Your Payment

Enter your details below to see your estimated monthly payment

Estimated Monthly Payment
$2,341
Principal & Interest $2,101
Property Tax $583
Home Insurance $200
Loan Amount $332,500

*This calculator provides estimates only. Actual payments may vary. Contact Adam for a personalized quote.

Ready to Start Your Home Buying Journey?

Adam & His Team are here to guide you every step of the way. Get started today with a free, no-obligation consultation.

LET’S TALK