Downloadable Resources

Free checklists, templates, and guides to help you navigate your mortgage journey in BC.

First-Time Buyer Checklist

Checklists

Complete step-by-step checklist for first-time homebuyers in BC. Track your progress from pre-approval to closing.

PDF245 KB

Refinance Document Checklist

Checklists

Comprehensive list of documents needed for refinancing your mortgage. Ensure you have everything ready before applying.

PDF198 KB

Renewal Timeline Planner

Planners

Month-by-month timeline for mortgage renewals. Know exactly when to start shopping and what to do at each stage.

PDF312 KB

Payment Schedule Sample

Templates

Sample amortization schedule showing how mortgage payments are split between principal and interest over time.

CSV42 KB

BC Closing Costs Cheat Sheet

Guides

Quick reference guide for all closing costs in British Columbia, including PTT calculator, legal fees, and hidden expenses.

PDF287 KB

Self-Employed Income Documentation Guide

Guides

Detailed guide on what income documents self-employed borrowers need and how to organize them for lenders.

PDF356 KB

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