Mortgage Checklists

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7 Steps to Settlement

We're committed to closing clean and on time, every time, which is why we believe communication is key. We keep our clients informed each step of the way, and like to be up front about our steps to settlement and what you can expect from the process. These steps will get you into the home of your dreams on time!

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Clear Path to a Better Mortgage

Our Clear Path to a Better Mortgage flowchart will ensure you know what to expect through the refinancing process. This transparent process sets Apex apart and is used to ensure consistent, clear lines of communication to make your refinance as smooth as possible.

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Home Comparison Checklist

Looking for the perfect place to call home can be overwhelming, which is why Apex created a Home Comparison Checklist. Use this checklist as an easy tool to find the house that best meets your needs.

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First-Time Seller Checklist

Figuring out where to start when selling a home for the first time? Our checklist lays out the step-by-step process of getting your home on the market, and then provides a complete overview of how you can prepare your property for the sale. You don’t want to miss the sense of accomplishment you’ll feel when checking items of this list, one by one!

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Countdown to Moving Day

Organization is the key to a low-stress, efficient move into your new home. One of the best ways to stay organized is to use our Countdown to Moving Day checklist. Everyone has different needs and priorities, so read this list carefully, then add tasks that are specific to your situation.

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Fixed-Rate or Adjustable? 5 Questions to Help You Decide

Deciding on the type of loan that fits your financial situation can be a difficult decision. We hope to guide you to find the best loan option that meets your needs. Download our list of questions to help you decide.

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Fixed-Rate or Adjustable

Knowing exactly what you’ll need to apply for your home purchase is essential. Having the proper documentation up front will shorten your path to homeownership and expedite the underwriting process. Prepare yourself, save time, and prevent roadblocks with our useful document checklist.

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Documents Needed for a Refinance Loan Application

Are you ready to refinance? Regardless of what you plan to achieve with your new-and-improved mortgage, our helpful checklist will make the application process easier. The path to a better mortgage starts here!

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Essential Documents Needed for a Mortgage Application during Divorce

Every divorce situation is unique, and the documentation required for obtaining a mortgage will vary depending on the circumstances. In addition to the standard application documents that are required (proof of income, tax returns, bank statements), you may need the following during a divorce.

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