What to Expect During the Loan Process
Step 1: Electronic Loan Application and Document Package
- You'll receive a secure link to E-Sign your documents, saving you valuable time.
- A Loan Estimate is included in this package. This is an itemized list of the fees for your home loan transaction.
Step 2: Loan Approval
- Once your loan application is reviewed, you may be asked for additional documentation.
Return the documentation as quickly as possible.
Step 3: Appraisal
- A licensed appraiser will need to inspect the property and determine its value. (If your loan application receives a Property Inspection Waiver, no appraisal will be needed.)
- The appraisal cost is typically charged to you prior to the inspection.
Step 4: Closing Disclosure
- This is the final list of fees that you will be charged for your loan.
- You will receive this document at least three days prior to your closing.
Step 5: Verbal Verification of Employment
- A call will be made to your employer; it's important they respond promptly.
Step 6: Final Closing
- When your loan is fully approved, your employment has been verified, and you are ready to
- Close to your home, we will schedule a convenient time to sign the final documentation.
What To Do Before, During, and After Buying Your Home
Before
- Determine a down payment amount based on your available funds.
- Define a monthly payment amount that fits into your budget.
- Start gathering important income and asset documents.
- Get a pre-approval letter from an Independent Mortgage Professional.
- Consult with a real estate agent.
- Shop for your home.
- Make an offer. Consider asking for the seller's contributions to assist in paying for your closing fees and any remaining taxes for the year.
During
- Consider a home inspection.
- A home appraisal will be completed to determine the value.
- The property.
- Do a final walk-through.
- Sign final closing documents.
After
- Transfer utilities.
- Change your address with the United States Postal Service.
- Celebrate.
6 Things Not to Do When Applying for a Mortgage
When lenders review your application, they like consistency in your finances.
- Do not make major purchases like furniture, appliances, jewelry, vehicles, or vacations
- Don't change or quit your job
- Consult with your mortgage professional before withdrawing, depositing, or moving large amounts of money in or out of your bank account
- Do not pay off debts or collections (unless instructed to do so by a mortgage professional)
- Avoid using cash for a good-faith deposit - cash is difficult to verify and could result in a closing delay
- Don't have your credit report pulled too many times - this can hurt your credit score