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Checklists & Worksheets

VA COE and offer preparation checklist

Organize the questions that matter before a VA-backed offer is written.

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Use this before the next conversation

  1. Certificate of Eligibility status
  2. Entitlement and prior VA loan history
  3. Occupancy and property fit
  4. Funding fee questions and possible exemption
  5. Cash-to-close and seller-concession plan

Write down what you know, mark what still needs verification and avoid including Social Security numbers, account numbers or other sensitive financial information.

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