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Benson Mortgages · Preparation checklist
Refinancing
0 of 7 preparation tasks complete.
Generated (UTC): ·
| Status | Preparation task | Why it matters | Useful link |
|---|---|---|---|
| Your current mortgage | |||
| [ ] To do | Find your current mortgage statement | Check the expected balance, remaining amortization, renewal date and how your mortgage is registered. | — |
| [ ] To do | Request a penalty and discharge quote | Ask your lender for the actual cost and how long the quote remains valid. | — |
| Budget and affordability | |||
| [ ] To do | Review your comfortable monthly budget | Consider property taxes, condo fees, insurance and room for changing costs. | — |
| Income and documents | |||
| [ ] To do | Prepare income and identification documents | Ask which documents are required. Keep them private; do not upload them to these tools. | — |
| Property and offer conditions | |||
| [ ] To do | Prepare your property details | Have the address and any purchase agreement or current property information ready for a secure conversation. | — |
| Mortgage terms and preapproval | |||
| [ ] To do | Gather offers and their full terms | Compare fees, payment frequency, prepayment privileges and portability alongside the rate. | — |
| Questions for Benson | |||
| [ ] To do | Write down the questions that matter to you | Ask about total costs, conditions, flexibility and the next steps before making a decision. | — |