Complete homebuyer guide

Use Vellum Mortgage’s Homebuyer’s Guide to get clear on your budget, organize your search, and move from first tour to closing with confidence. Download it, follow the steps, and check tasks off as you go.

How to use

  • Download the guide and set your budget with a lender letter.
  • Fill out the wish list and neighborhood research pages.
  • Bring the tour checklist to every showing and add notes.
  • Use the offer section when you are ready to write.
  • Follow the closing checklist week by week until move in.

Pro tips

  • Keep a digital copy on your phone for quick updates.
  • Share a copy with your agent or partner so everyone stays aligned.
  • Recheck numbers if rates, taxes, or HOA fees change.
  • Store quotes, receipts, and contacts in one folder for closing day.

Checkout our other resources

Get mortgage-ready with credit, budget, and doc steps.
What to do in your first 30, 60, and 90 days after closing.
Seasonal tasks to protect your home's value.
Compare homes on the same criteria at every showing.
A plain-English walkthrough from pre-approval to closing.

Let’s Get Started Financing Your Home

You’re so close to being a homeowner or refinancing to meet your financial goals. Let’s do this!