Mortgage workbooks: printable worksheets to qualify, compare and close
Our guides explain the rules for free. These two workbooks are the working copy: worksheets, checklists, letter templates and comparison tables you fill in for your own loan, each citing the official rule it relies on.
The workbooks
Qualification workbook
The Conventional Loan Qualification Workbook (2026)
Run the Fannie Mae checks on your own file: 2026 loan limit, qualifying income, self-employed cash flow, DTI, cash to close, seller credit and PMI exit dates.
$14 10 chapters, instant online access, printable
Shopping & closing workbook
The Mortgage Shopping & Closing Workbook (2026)
Every deadline, document, lender question and closing check from application to keys: TRID calendar, Loan Estimate comparison, tolerance check, wire-fraud list.
$12 10 chapters, instant online access, printable
What they are, and what they are not
Each workbook is a long web page you can print or save as a PDF, available as soon as you pay, and kept up to date when the rules or the FHFA loan limits change. The introduction and the first chapter of each are free to read on its page before you buy.
They are not advice and not a pre-approval. Claude Loan is an information publisher, not a lender, broker or advisor; we do not recommend lenders or loans and receive nothing from them. For free one-to-one help, a HUD-approved housing counselor is the right call.
Frequently asked questions
How do I receive the workbook?
Right after payment you are taken to your workbook page. Bookmark it: the link stays valid and always shows the latest version. To keep a copy, print it or save it as a PDF from your browser (Ctrl+P or Cmd+P, then “Save as PDF”). Stripe emails you the receipt.
What is the difference with the free state guide?
The free PDF guide explains the rules and programs in your state. The workbook is the working copy: worksheets, checklists, templates and comparison tables you fill in for your own loan. You can have both; the free guide stays free.
Is this financial or legal advice? Is Claude Loan a lender?
No. Claude Loan is an information publisher: not a lender, broker, law firm or advisor, with no NMLS license. The workbook quotes the official rules with their section numbers so you can check them; your lender and, if needed, a HUD-approved housing counselor or an attorney give the answers that apply to you.
What if something is wrong or it does not work?
Write to us: if the workbook does not open, does not match its description or contains an error, we fix it, and if we cannot, we refund you. A duplicate payment is always refunded. See the refund policy in the terms of sale.
Prices in US dollars are the total you pay. Sold by LACANGEL GROUP; see the terms of sale.