Printable Home Purchase & Mortgage Planning Workbook cover
Home Purchase & Mortgage Planning · Workbook

Printable Home Purchase & Mortgage Planning Workbook

$12.9526 pages

A guided home purchase & mortgage planning workbook with step-by-step worksheets for home-buying goals, down-payment savings and property comparisons, plus exercises for mortgage estimates and closing-task checklists.

Format Printable PDFPage size US Letter 8.5 × 11 inDelivery Digital downloadPhysical item None shipped

What’s included

  • 26 printable pages
  • Guided worksheets for home-buying goals
  • Exercises for down-payment savings
  • Decision pages for property comparisons
  • Action steps for mortgage estimates
  • Review exercises for closing-task checklists
  • Printer-friendly US Letter layout
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Inside the printable

Preview the pages

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What's inside the 26 pages

The exact page breakdown of the PDF you download:

Page typePages
Cover page1
How to use your workbook1
Where I Am Now1
Guided exercises6
Guided reflection pages5
Decision pages5
Checklists5
30 / 60 / 90-Day Action Plan1
Review & Next Steps1
See all 26 pages in order
  1. Cover
  2. How to use your workbook
  3. Where I Am Now
  4. Exercise: Home-buying goals
  5. Reflection: Home-buying goals
  6. Decision Page: Home-buying goals
  7. Checklist: Home-buying goals
  8. Exercise: Down-payment savings
  9. Reflection: Down-payment savings
  10. Decision Page: Down-payment savings
  11. Checklist: Down-payment savings
  12. Exercise: Property comparisons
  13. Reflection: Property comparisons
  14. Decision Page: Property comparisons
  15. Checklist: Property comparisons
  16. Exercise: Mortgage estimates
  17. Reflection: Mortgage estimates
  18. Decision Page: Mortgage estimates
  19. Checklist: Mortgage estimates
  20. Exercise: Closing-task checklists
  21. Reflection: Closing-task checklists
  22. Decision Page: Closing-task checklists
  23. Checklist: Closing-task checklists
  24. Exercise: Home-buying goals
  25. 30 / 60 / 90-Day Action Plan
  26. Review & Next Steps

How to use it

  1. Start with the "where I am now" assessment for home purchase & mortgage planning.
  2. Work through the exercises on home-buying goals, down-payment savings and property comparisons, one at a time.
  3. Use the decision pages and checklists to turn mortgage estimates and closing-task checklists into concrete steps.
  4. Finish with the 30/60/90-day action plan and the review page.

More tips: How to Organize Printable Planner Pages.

Other Home Purchase & Mortgage Planning printables

PrintableBest forPagesPrice
Plannerplan what happens next32$12.95
Journalreflect and write things down in your own words28$9.95
Trackerrecord the same measures again and again so progress is easy to see28$7.95
Logbookkeep dated records you can look back on later24$8.95
Bundleall five formats together138$34.95

See the whole Home Purchase & Mortgage Planning collection, more topics in Money & Finance, or every printable workbook in the shop. The complete bundle includes this workbook and saves $17.80.

Printing and delivery

US Letter 8.5 × 11 in PDF, instant download after Stripe checkout; nothing is shipped. Print at 100% (use "Fit to page" for A4) and reprint any page whenever you need it. Tips: printing planner pages at home.

Product questions

Questions about this printable

How many pages are in the Home Purchase & Mortgage Planning workbook?

26 pages, including 6 guided exercises, 5 guided reflection pages, 5 decision pages.

What home purchase & mortgage planning topics does it cover?

The pages are organized around home-buying goals, down-payment savings, property comparisons, mortgage estimates and closing-task checklists.

Should I get the workbook or the bundle?

Get the workbook if you mainly want to work through a topic step by step with guided exercises. The Home Purchase & Mortgage Planning bundle ($34.95) adds the other four formats on the same topic.