Buying a home is exciting and also a lot of work. The best way to ensure a smooth buying process is to make sure you have all of your information well organized. Orggit’s Filing Cabinet section is a great place to keep all of the documents you need to have on hand at a moments notice. So what do you need?

For a mortgage, it’s important to have the last two paystubs and a months worth of statements from all of your banking and investment accounts. Additionally, you’ll need to show proof of your escrow check (so scan that into Orggit right after you write it). The bank or broker giving you the mortgage will send you a loan application, which you should also scan and file into Orggit so you have an accurate copy.

You will need an array of tests done on your home during the process, such as an inspection, water test, radon test, mold test and a survey. You must keep all of these things in a safe place for your reference, and for future buyers as well. Orggit is a great place to keep this information — you certainly don’t want to depend on unreliable companies or the county to keep this information for you. Many of the people you work with will already be sending you electronic copies of these documents — that makes them even easier to save into Orggit. Once they are there, you will be able to access them whenever and wherever you have an internet connection.

Purchasing your first home is an amazing accomplishment. Congratulations! After the sale is finalized and the move-in begins, don't forget to use Orggit to store warranties for all the large purchases and appliances for your new home.



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