Workflow Templates: Down Payment Assistance Checklist

Verify income limits

Check credit score requirements

Confirm first-time homebuyer status

Complete down payment assistance application form

Gather necessary financial documents

Submit application and documents to the assistance program

Identify local government programs

Research non-profit organization grants

Explore employer-sponsored assistance options

Receive approval notification

Coordinate with lender to include assistance in mortgage

Attend any required homebuyer education classes

Down Payment Assistance Checklist