Loan Process

From Pre-Qualification to the Keys in Your Hand

No hassle, no obligation. Here's exactly how your digital mortgage moves from first conversation to closing day.

  1. Step 1: Find Out How Much You Can Borrow

    The first step is determining how much you can borrow. By answering a few simple questions, we calculate your buying power based on standard lender guidelines. You may also get pre-approved, which verifies your income, credit, assets and liabilities, so you can shop with confidence.

    • Look for properties within your range
    • Negotiate from a stronger position with sellers
    • Close your loan faster
  2. Step 2: Select the Right Loan Program

    Home loans come in many shapes and sizes. Deciding which makes the most sense for your situation means understanding the benefits of each. A fixed-rate mortgage offers a stable payment for the life of the loan, while an adjustable-rate mortgage can start lower and shift with the market.

    • Fixed-rate: stability for buyers staying 7+ years
    • Adjustable-rate: lower start for shorter time horizons
    • We help match the program to your goals
  3. Step 3: Apply for a Loan

    Once you've chosen a direction, we complete your application together. You can use our secure online forms to expedite the process, and we'll request the documentation needed to move into underwriting.

    • Secure online application
    • Guided document checklist
    • A specialist reviews everything with you
  4. Step 4: Begin Loan Processing

    Once your application is received, we start the approval process immediately. Your loan processor verifies all of your information, and if any discrepancies arise, your loan officer troubleshoots to resolve them. To keep things moving: respond promptly to requests, avoid large purchases, and document any deposits.

    • Complete documentation up front
    • Keep a clear paper trail for deposits
    • Avoid major purchases before closing
  5. Step 5: Close Your Loan

    After approval, you're ready to sign final documents. Review them to confirm the rate and terms match what you were promised, then sign in front of a notary. Bring a cashier's check for any down payment and closing costs. On owner-occupied refinances, federal law gives you 3 days to review before the loan closes.

    • Verify rate and terms before signing
    • Bring required funds as a cashier's check
    • Receive the keys to your new home

Ready to start step one?

Find out how much you can borrow in about three minutes, with no impact to your credit.

Get pre-qualified
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