Preview the complete 3-page workbook before downloading. It covers transaction costs, specialized due diligence, post-closing liquidity and closing-day controls.
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Preview all three pages here. When you are ready to save a copy, use the Download the free PDF button above.
Use the preview to separate purchase price from the cash required to reach closing and the expenses that begin immediately afterward. Enter lender, title, legal, inspection, appraisal, tax, insurance, escrow, transfer, and initial reserve estimates only when you have a source for them. Keep quoted figures separate from planning allowances so you can see which numbers still need confirmation. The downloadable workbook is most useful when updated as the Loan Estimate, Closing Disclosure, insurance quote, and professional reports become available.
The workbook separates lender fees, title and legal costs, taxes, insurance, inspections, appraisal, escrow, moving and setup costs, and a post-closing cash reserve. It is designed to help a buyer see the full capital requirement around closing rather than only the down payment.
Review the workbook online before downloading. The printable PDF is useful when comparing lender estimates, attorney or title-company figures, insurance quotes, and post-closing cash needs.