Tips For Success

Taking the step to begin a new home ownership journey is exciting – and we’re here to help make the loan process as smooth as possible! To keep things on track, here are some helpful tips to guide you along the way:

1
Keep your documents ready to upload.

Having your pay stubs, bank statements, and tax returns scanned and ready to share online will help your application move along quickly.

2
Stay connected digitally.

Your Loan Originator or real estate team might reach out via phone, email, or text—so keep your devices handy and check notifications regularly.

3
Avoid big financial changes.

Try not to switch jobs, open new credit accounts, or make large purchases while your loan is in progress, as these can affect your approval.

4
Update us promptly.

If your income, employment, or financial situation changes, just send a quick message to your Loan Originator so we can adjust accordingly.

5
Ask questions anytime.

Whether by phone, email, or chat, no question is too small—we’re here to guide you every step of the way.

6
Plan your full budget.

Don’t forget to factor in all homeownership costs like taxes, insurance, and upkeep—not just your mortgage payment.

7
Be patient and stay organized.

The mortgage process takes time, but using our online tools and keeping in touch digitally will help everything run smoothly.