Be prepared

Miami Condo Loan Readiness Checklist

A simple framework for borrower documentation, building review, and pre-offer questions. Print it, share it with your Realtor, or bring it to a loan review.

Short answer

Before you write an offer on a Miami condo, gather your borrower documents, review the building's basics, and ask the right questions early — it can save time, money, and surprises later.

Borrower documentation

  • Government-issued ID or passport
  • Recent pay stubs or income documentation
  • Two years of tax returns (if applicable)
  • Bank and asset statements
  • Credit profile review
  • Source of down payment and reserves

Property documentation

  • Building name and address
  • HOA name and contact
  • Recent HOA budget and reserve study
  • Master insurance policy
  • Litigation disclosure
  • Owner-occupancy ratio
  • Investor concentration

Questions to ask early

  • Any pending special assessments?
  • Short-term rental rules and minimum lease length?
  • Recent structural inspection / milestone report status?
  • Pet, parking, and storage rules?
  • FHA / VA approval status (if relevant)?
Information provided on this site is for educational purposes only and does not constitute a loan approval, loan offer, commitment to lend, or financial / legal / tax advice. Loan programs, terms, rates, costs, and eligibility vary by lender, borrower qualifications, property type, occupancy, and applicable guidelines. Visitors may be connected with a licensed mortgage professional.
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