Tools & Checklists to Close Deals Faster
Everything Annapolis-area agents need to move clients from offer to closing — fast pre-approvals, clear timelines, and a lender who answers the phone.
Built for Busy Annapolis Agents
When your client needs a pre-approval letter by 5 PM, you need a lender who picks up. George N. Matthews, CPA has been closing loans in Anne Arundel County for over 20 years — and he's built these resources specifically for the agents he partners with.
Download the checklists below, share them with your buyers, and call George directly when you need a fast answer. NMLS #203247.
Free Buyer Checklists
Print-ready PDFs your clients can use from first conversation to closing day.
Pre-Approval Document Checklist
Everything a buyer needs to gather before applying — W-2s, pay stubs, bank statements, and more. Cuts back-and-forth by days.
First-Time Buyer Roadmap
A step-by-step guide from pre-approval through closing day. Reduces buyer anxiety and keeps deals on track.
Loan Program Comparison Sheet
Side-by-side comparison of Conventional, FHA, VA, and Jumbo loans. Helps buyers understand their options at a glance.
Closing Cost Estimator Guide
Plain-English breakdown of what buyers can expect to pay at closing in Maryland — no surprises on settlement day.
Refinance Readiness Checklist
For your clients who already own — helps them decide if now is the right time to refinance and what to prepare.
VA Loan Eligibility Guide
Specifically for veteran and active-duty buyers in the Annapolis area. Covers eligibility, entitlement, and the VA appraisal process.
Want all six checklists in one email? Call or message George.
Email Me the Full PackSeller's Checklist — Share With Your Listings
A print-ready checklist to help your sellers prepare their home. Click to view or download and share with any listing client.
Co-Marketing With George
George actively co-markets with his realtor partners. Here's what that looks like in practice.
Joint Open House Flyers
George will co-brand open house flyers with your name and his — giving buyers a lender contact on the spot and adding credibility to your listing.
Buyer Seminar Co-Hosting
Host a first-time buyer seminar together. George handles the mortgage education; you handle the real estate side. Split the leads.
Social Media Shoutouts
George regularly features his realtor partners on LinkedIn and Facebook — tagging your profile and linking to your listings.
Referral Reciprocity
George refers buyers who need an agent to his trusted realtor partners first. Build the relationship and get on the list.
Why Annapolis Agents Choose George
94 five-star reviews on Zillow
Your clients will feel confident. Your deals will close. That's the George guarantee.
Ready to Partner?
Call George directly or send a message. He responds the same day.