Mortgage Loan & Home Buying Process

  • Initial meeting with Mortgage Broker: Virtual or In-Person Meeting
  • Preapproval Process
    • Complete Application
    • Upload supporting financial documents
    • Preapproval Letter Issued
  • Engage REA (Real Estate Professional)
    • Mortgage Broker can refer if asked
    • First thing REA will ask is for your Preapproval Letter
    • Preapproval Letter lets them know maximum affordability and price range of homes to show as well as confirming you’re a qualified buyer
  • Home Search Begins
    • Preapproval assures you won’t waste time searching for out-of-reach homes
    • You find a desired home. REA provides you with a CMA. A Comparative Market Analysis is a report estimating a property’s current market value based upon recent home sales in the area of the home you selected. The CMA is a key component used in discussion with your REA and Mortgage Broker enabling you to make an informed decision on how much to offer for your selected home
  • Home Purchase Offer Accepted!
    • Provide signed Real Estate Purchase Agreement to Mortgage Broker enabling the broker to initiate full financial processing
    • REA will initiate a Home Inspection and Attorney Review
    • Mortgage Broker will initiate a Home Valuation Appraisal, Title work and send the loan package to Underwriting for review.
  • Underwriting reviews and Issues CTC or Clear to Close, often subject to certain conditions being met
    • Processor works with buyer to clear Underwriting Conditions
  • Final CTC is issued
  • Closing Day
    • Meet with Title Agent and sign numerous documents, receive keys to the home!
  • Move In!