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Home Purchase Workshop

Updated: Aug 1, 2023

A home purchase workshop is an opportunity for the participant to learn about the process of buying property and to examine their household's finances along with my help. (Or other property types requiring borrowed money)

Over the years, Worthy & Associates Real Estate, my real estate firm, has prided itself in pre-purchase budget counseling for our buyer clients. In short, we review your financial documents, create a household monthly budget, and give you a task list to get you the deed/title to your next property!

What to bring to the workshop:

  • Laptop preferred but your cell phone will suffice.

  • 2-3 months of your Bank Statements from your primary account.

  • 30 Days of Paystubs

  • 2021 and 2022 W2s or 1099s

  • 2021 and 2022 Tax Returns

  • Copy of your Credit Report or create an account with Credit Karma

  • Copy of your current monthly budget

We ask for the documents a loan officer will require for important reasons:

  1. To hold you accountable to the process. If you cannot source these documents or you're not willing to share these documents, how are you going to acquire a mortgage?

  2. To save you potential discouragement from feedback given by a loan officer.

  3. To create a plan for you to acquire a mortgage regardless of how long it takes.

  4. To connect you with the lender that works best for your financial situation as all lending institutions are not the same!

Disclaimer: Worthy & Associates Real Estate is not a mortgage broker or bank. We are providing basic finance tips to the attendees in the manner of credit repair, savings strategies and recommendations to make your mortgage process go smoothly.

Leave a comment or message on the website if you have any questions!

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