Your First Step in Buying a Home: Pre-Qualify for a Mortgage


Looking at houses before you get pre-qualified for a mortgage is like picking out your first car before you get your drivers license. It just doesn't make much sense.

Getting pre-qualified for a mortgage gives you several advantages in the home-buying process. It shows sellers that you’re a serious buyer and that the deal won’t fall through because you couldn’t get financing, helps narrow your search to houses you can comfortably afford, and alleviates the stress of wondering whether or not you can afford the house you’ve fallen in love with.

Just follow these five steps to ensure the home-buying process goes smoothly. Then you can relax and enjoy your house-hunting experience.

1. Get pre-qualified for a mortgage with a mortgage lender. They’ll ask for proof of employment, your credit history, and other financial information, and will provide you with a document that shows how much they’re willing to lend you. Talk to several lenders (start with your credit union!) so you can compare rates and terms. Don’t get pre-qualified too far in advance — many pre-qualifications expire after 90 days, so be sure to ask your lender how long their offer is good for.

2. Find a trustworthy and knowledgeable Realtor. You'll want one who’s familiar with the towns and neighborhoods in which you're interested. Ask friends and family members for recommendations, and look around neighborhoods for "For Sale" signs with Realtor's names. Take note of the names you're seeing over and over again.

3. Start house hunting. Now the fun part! Open houses, online listings, tips from friends and, of course, your agent, can all help narrow your search till you find the perfect home. And you can relax because once your offer is accepted, you won’t have to worry about running around trying to qualify for a mortgage. Your work is already done!

4. Purchase your mortgage. Congratulations! Your offer has been accepted. Now you can work with your lender on all the specifics of your mortgage, including the amount of your down payment, closing costs, and any fees associated with your mortgage. You should have everything in place in time for your…

5. Closing day! To be safe, plan on two to three hours to complete all the paperwork at your closing. (Your hand will get tired!) Once all the documents are signed — your Mortgage Note, Deed of Trust and HUD-1 Settlement and Truth in Lending Statement — and youve paid all your closing costs and fees, youll get the keys to your new home.

Congratulations on your new home!

Our First-Time Homebuyer’s Handbook will guide you through the process so that you can make sure you’ve got everything you need to buy your home. The guide includes information on how to determine what you can afford, getting pre-qualified, the different types of mortgage loans and how to choose the right one, gathering documentation, applying for a loan, and important questions to ask potential lenders. Download your free copy today!

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About Author

Bill Burpeau
Bill Burpeau

Bill Burpeau is a Financial Wellness Coach at Hanscom FCU. As a Credit Union Certified Financial Counselor, he is an enthusiastic advocate of everyone being engaged in their financial health, educated and empowered to make the best financial decisions for themselves every day. He constantly studies and is up to date with the latest financial management concepts and technology. Bill is a graduate of Texas A&M University with a BBA in Business Management and served in the U.S. Navy as a Supply Officer.

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