Document and legal education center
Understand every document before you sign it
Purpose, who prepares it, when it is signed, key sections, common fees and red flags for each document in the process.
Chapters
Save your takeaways and action items inside each chapter, download any single chapter as a printable handout, or grab the full pack with every chapter and checklist.
My notebook
Everything you saved across chapters, in one place — print it or export a CSV to work the list.
My notes & action items
Open any chapter above and use the “My takeaways & action items” panel. Everything you save shows up here, and you can print it or export a CSV to work through later.
Working checklists
Progress saves on this device and will sync to your account once sign-in is enabled. Each checklist can be downloaded as a printable sheet.
Loan document checklist
0 of 6 complete (0%)
What this means
- You are entitled to read every document before signing. Anything you do not understand should be explained in writing or reviewed by an attorney.
What to do next
- Request documents in advance, not at the table.
- Compare the Closing Disclosure to the Loan Estimate.
- Have an attorney review land and builder contracts.
Questions to ask
- Which fees are negotiable?
- What changed from the Loan Estimate and why?
- What contingencies protect me if the appraisal is low?
Documents to gather
- Loan Estimate
- Closing Disclosure
- Purchase agreement
- Title commitment
- Survey