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Do's and Don'ts During the Loan Process

To avoid any delays with your loan approval, here's a list of Do's and Don'ts for you to follow throughout the process of your loan transaction.

To avoid any delays with your loan approval, here's a list of Do's and Don'ts for you to follow throughout the process of your loan transaction.


Do

  • Stay current on all existing accounts

  • Get pre-approved early

  • Understand your credit

  • Talk to your lender if you are considering any decisions that will impact your financial picture

Don't

  • Make any large purchases! (Car, boat, furniture etc.)

  • Don't miss bill payments

  • Apply for a new line of credit

  • Deposit a large sum of cash or non-traceable funds

  • Close credit card accounts

  • Raise red flags to the underwriter (ex: co-signing on another person's loan)

  • Don't switch jobs


Not Sure? Ask!

Any major changes in personal income, assets or debt can alter the terms of your mortgage offer, or tank it completely. If you're not sure how an action might affect your application, consult with your loan officer.

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