5 Essential Steps to Prepare for Your Mortgage Application

1. Check Your Credit Score Early

Your credit score is the single biggest driver of your interest rate. Pull your free credit reports at annualcreditreport.com, verify there are no errors, and take steps to pay down high balances. The higher your score, the lower your rate—simple as that.

2. Gather Key Financial Documents

You’ll need recent pay stubs, last two years’ tax returns, bank statements, and investment account summaries. Having these ready up front cuts weeks off the approval process and shows lenders you’re organized.

3. Calculate Your Debt-to-Income Ratio

Lenders look at how much of your monthly income goes toward debts. Aim for a DTI under 43%. If you’re over, prioritize paying down debts—especially high-interest credit cards—before you apply.

4. Save for a Strong Down Payment

A larger down payment not only lowers your loan amount but can also help you avoid private mortgage insurance (PMI). I recommend shooting for at least 10–20% down if you can.

5. Get Pre-Approved Before You Shop

A pre-approval letter isn’t a guarantee, but it shows sellers you mean business. It locks in your rate quote (for 60–90 days) and gives you a clear budget so you can hunt for homes with confidence.

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