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Navigating the mortgage process

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Document Upload and Loan Term Review

Your mortgage application has already moved to Step Two: Document Upload and Loan Term Review. We’re combining your loan application with the documents you’ve provided to us. Your file is currently being reviewed to determine if it is eligible to go directly to Underwriting for Conditional Approval. If there is documentation still required from you, then it will proceed to one of our loan processors and you should expect a welcome call to discuss next steps.

Reviewing the Facts

In this step, your application will be evaluated in detail. If necessary, we will verify your income and assets, and check the guidelines to make sure we have crossed all the “t’s” and dotted all the “i’s.”

We’re combining your loan application with the documents you’ve provided to us. Your file is currently being reviewed to determine if it is eligible to go directly to Underwriting for Conditional Approval. If there is documentation still required from you, then it will proceed to one of our loan processors and you should expect a welcome call to discuss next steps.

Conditional Approval

Your mortgage loan application has moved to Conditional Approval. Congratulations! You’ve met the initial criteria to obtain Conditional Approval. There are still items required prior to Final Approval (for example, title or appraisal work). You’ll be hearing from your loan team for next steps.

Final Approval

Your loan has been fully approved, and we’re getting ready for closing! This is the final step in the application process. You’ll be hearing from us about any remaining details so we can each make sure we have all our ducks in a row. Get your pen ready!

Closing – Home Sweet Home

Congratulations! Your mortgage application process is now complete.