Use this checklist as a tool to help facilitate this process. It outlines the recommended steps to take, but be sure to check with your lender to see whether any additional steps are required.
We suggest you print this worksheet, then check each box next to the items you've completed.
Use this checklist as a tool to help facilitate this process. It outlines the recommended steps to take, but be sure to check with your lender to see whether any additional steps are required.
We suggest you print this worksheet, then check each box next to the items you've completed.
Step 1 : Work with your lender to provide financing for your home purchase. You can:
Get pre-qualified
Get pre-approved
Step 2 : Select a home
Step 3 : Get a ratified sales contract on a home
Step 4 : Select the type of mortgage you want
Step 5 : Select a lender
Step 6 : Apply for a mortgage
Complete loan application
Participate in a loan interview. You can do so either over the telephone, online, or in-person
Review the Loan Interview Materials checklist
Within 3 days of loan application, receive good faith estimate
Receive Truth in Lending Disclosure
Loan submitted for final review
Step 7 : Closing
Closing agent reviews whether conditions of loan are met
