11/07/2025
Preparing to Meet with a Mortgage Broker? Here’s What to Bring! 💼✨
Buying your first home? Meeting with a mortgage broker is a smart next step — they’ll help you understand your options and find the best loan for your situation. But before your appointment, make sure you’re ready! 👇
Here are 5 things to have in order before you meet your broker:
1️⃣ Income Details – Bring recent pay stubs + tax returns. They’ll help determine how much you can borrow.
2️⃣ Savings – Show your savings account balances to see what you can comfortably afford.
3️⃣ Assets & Liabilities – List investments, loans, credit cards, and car payments. This gives a full financial picture.
4️⃣ Identification – Bring your license and a backup (like a passport) for credit checks.
5️⃣ Questions! – Don’t be shy. Write them down ahead of time — your broker’s there to help!
Remember: 🗝️ Preparation = confidence.
The more organized you are, the smoother your path to homeownership will be!