• Schedule an initial loan interview
  • Provide requested financial documents
  • Pre-qualify or get pre-approved for a loan


  • Find your home
  • Check back to verify approval and get payment estimate
  • Contact seller to negotiate an offer
  • Confirm the contract purpose
  • Finalize the mortgage application
  • Pick a loan program right for you
  • Choose to lock or float your interest rate


  • Obtain, review, and sign disclosures
  • Get loan documents
  • Release all contingencies
  • Give final conditions for sign-off
  • Loan documents will then be prepared


  • Meet with escrow team to sign loan documents
  • Obtain certified closing funds


  • Finalize conditions for closing
  • Wait for loan to be funded and recorded
  • Get the keys to your new home! Hooray!

Want to buy a home? Contact me to schedule an appointment