866.598.9232

WHAT TO DO AND AVOID DURING YOUR LOAN PROCESS

Do's and Don'ts During Your Loan Process

A few simple habits can keep your loan on track and a few common missteps can cause delays. Here’s what to know before you close.

Do's and Dont's

Do's


  • Provide all requested financial documentation within 24 hrs

  • Disclose all of your income that you would like considered for qualifying purposes

  • Disclose all of your debts (i.e. side business, alimony, child support, additional real estate owned etc.)

  • Be upfront about your credit (good, bad or otherwise)

  • Continue to use your credit card as you normally would, but not excessively

  • Make your spouse available to sign at closing if purchasing a primary residence

  • Keep in communication with your Mortgage Loan Advisor or Loan Partner

  • Pay all of your bills on time (mortgage, rent, car payments, credit cards, etc.)

Dont's


  • Change or quit your job

  • Apply for New Credit or Loans of any kind

  • Pay off debts, collections or charge-offs (unless advised to do so by your Mortgage Loan Advisor)

  • Move

  • Co-sign or become a co-borrower on any other loan

  • Make major changes to your asset structure

  • Make any cash deposits into your bank accounts

Understand Your Options For Your Next Home Purchase