Top 10 Things to Do Before You Apply for a Mortgage

Buying a home, no matter what market we're in, canquote only reflected principle and interest. If you add all
be a very stressful endeavor. Not only can searchingthe remaining expenses that go into the monthly
for the right home be a challenge, but the process ofhousing budget, you'll find that the actual number is a lot
getting approved for a home loan can be so dauntingmore than $1950, putting you way over your budget.
that it's enough to keep potential borrowers awaySave some financial heartache and do your math!
from even thinking of buying a home. The good news5. DON'T GET LURED INTO A LOAN JUST
is that with a little bit of preparation and organization,BECAUSE YOU WERE QUOTED A LOW
you can be well on your way to getting that loan youINTEREST RATE.
need to close on your new home. To increase yourThis is really important. The interest rate that is quoted
chances of success, there are 10 things you absolutelyto you, especially before a loan application is actually
need to do before you apply for a mortgage.completed, is rarely the rate that you'll be receiving
1. CHECK YOUR CREDIT AND CLEAN IT UP.when your loan closes. For instance, let's say that you
In today's credit crunch environment, your credit scorego on the Internet and you obtain a quick quote from a
and what shows up in your credit report will be apotential lender simply by entering your loan amount,
crucial factor to a lender in determining their risk inyour general credit score, and the type of financing
giving you a loan. The lower your credit score, thethat you need. Never rely on that initial quote because
higher risk you are to the lender. But don't getit's not going to be the rate that you'll actually be
discouraged if your credit happens to be less thanpaying. The only way an accurate rate can be quoted
stellar. This is extremely important - you have the abilityto you is if you complete a full loan application and the
to improve your credit score way before you applylender has the chance to review the application, review
for a loan. Why wait until you get in front of a lenderyour credit score and report, locks in your rate in
only to get rejected because of something you couldwriting, and give you a commitment letter reflecting the
have controlled? Be proactive!terms of your loan.
The very first thing you need to do is get a copy ofRather than focusing on what your interest rate will be,
your credit report. Everyone is entitled to get a freefocus on what your monthly payment will be.
credit report once a year so if you haven't gottenWhatever that amount is, include that amount along
yours for the year, go get it. Be mindful of what youwith all the other expenses that make up your total
sign up for when you get your free copy. There arehousing payment. That's the number that you should
services out there that will charge you a monthlylook at to determine if a loan is right for you. Not the
membership fee unless you cancel within a certaininterest rate.
period of time. Although the monthly monitoring of your6. DETERMINE HOW LONG YOU PLAN TO LIVE IN
credit can be helpful, sometimes they sneak it inYOUR NEW HOME.
before you've had a chance to think about whatYour answer to this question will affect what type of
you're actually signing up for.loan you should get and ultimately your monthly
Once you retrieve your credit report, you'll need to gopayment. For example, if you plan to live in your new
through the report with a fine tooth comb. Sometimes,home for only 3 years, it would not make sense to get
it may be helpful to work with a credit counselor, ora 30 year fixed mortgage. A better loan for you might
even a credit repair agency. They can help you cleanbe an interest only loan for a certain number of years,
up your report by getting the credit agency to corrector maybe even an adjustable rate loan where the
any errors. The reason why it's so important to checkinterest rate is fixed for a certain number of years and
your credit report and credit score is because thisthen adjusts subsequently. Knowing how long you'll live
could mean the difference between qualifying for ain your new home will also affect whether you should
home or getting completely slapped in the face withconsider a loan with a prepayment penalty. If you're
rejection. Even if you were able to qualify for a loangoing to move in 3 years, make sure your loan won't
with a less than stellar credit, you'll be paying for it bigpenalize you if you sell your home within the
time with high interest rates (not to mention mortgagingprepayment penalty period. But if you plan on staying
your arm and a leg). This could cost you tens (orlonger than the prepayment period, it might be worth
hundreds) of thousands of dollars.the savings you would get for allowing that condition
Go clean up your credit report. Do whatever you canon your loan.
to get the highest credit score possible. You need to7. THINK ABOUT THE SIZE AND AGE OF THE
do this before you even look for a house because itHOME THAT YOU WANT TO BUY.
could take up to 90 days to get changes made toWhy is this important? It's important because it will
your credit report.affect your monthly housing payment and overall
2. MAKE SURE YOU HAVE ADEQUATE LIQUIDfinances. Older homes may require higher maintenance
FUNDS IN YOUR ACCOUNT FOR Aand repair costs. Bigger homes expend more energy
DOWNPAYMENT AND RESERVES.and can drastically increase your utility budget. Homes
Most lenders will require you to verify that you havewith big yards will require maintenance that you may
liquid cash that will satisfy the down payment as wellnot think about if you've always lived in a condo. You
as up to 6 months reserve for the monthly housingget the drift. Take these considerations into account
payment. They'll usually ask you for the last 2 monthswhen you determine your total monthly housing
of bank statements or a verification of deposit frompayment. The more these costs cut into your budget,
your bank. So, if you want to buy a house in August,the less financing you'll be able to afford.
make sure your funds are available by the end of8. DETERMINE HOW MUCH DRIVING YOU'LL BE
May. If your funds happen to show up within twoDOING.
months of your loan application, you'll have to verifyMost homebuyers forget to consider this factor when
where it came from. Depending on where the moneythey finance their home. With gas prices skyrocketing
came from, this could be viewed negatively by thevirtually on a daily basis, making this determination will
lender. For example, if you had to borrow the downbe crucial to determining how much financing you can
payment, the lender will consider this as additional debtafford. The further you are away from work or from
that will affect your debt to income ratio. The moreretail necessities like grocery stores, drug stores and
debt you have, the less income you have to make theschools, the more you'll have to drive. Don't forget to
mortgage payment. Can you see why the lenderinclude transportation and gasoline in your budget.
would be weary of money suddenly showing up in9. GET YOUR FINANCIAL DOCUMENTS READY.
your bank account? Get those funds in your accountFor most loans, you'll need some basic documents in
at least 3 months prior to your loan application.order to get your loan application processed. These
3. DETERMINE YOUR MONTHLY BUDGET ANDmay include two years of federal tax returns (if self
HOW MUCH YOU CAN AFFORD FOR Aemployed), current pay stub, W-2 forms for the
MONTHLY HOUSING PAYMENT.previous 2 years, and asset and bank statements for
This is probably the second most important thing youthe previous 2 months. The actual documents that you
need to do before you apply for a loan (the first beingactually need to submit will depend on the type of loan
getting your credit report cleaned up). Only YOU canyou choose to use to finance your home. Stated
determine what amount you can afford to pay on aincome/stated asset loans will require much less
monthly basis for housing. Don't let anyone tell you thatdocumentation than full doc loans. The sooner you can
you can afford a home simply because the monthlyturn these in to the lender, the faster they can approve
mortgage is X percentage of your income. That'syour loan and get you to closing.
ludicrous and you would be hurting yourself if you10. FIND AN EXPERIENCED MORTGAGE
listened to this arbitrary nonsense. It's one of thePROFESSIONAL.
reasons why so many people are facing foreclosureNo two borrowers are alike and your mortgage
and bankruptcy today. They never sat down toprofessional should treat you with the personal service
determine exactly what they can realistically afford asthat you deserve. Meet your mortgage professional in
a monthly payment. Sit down, add up all yourperson or at the very least, have a good conversation
expenses (include fixed, variable and contingencieswith them over the phone. Don't hesitate to ask
savings) and subtract the total from your monthlyquestions. Ask them about the loan process and how
take-home income. Whatever is left over isthey keep you abreast of the progress. Ask them for
conceivably what you may be able to afford as youra good faith estimate of all the costs and to go over
total housing payment.with you the loan terms and monthly payment that you
4. KNOW WHAT'S INCLUDED IN YOUR TOTALwill be paying.
HOUSING PAYMENT.Purchasing a home, especially if it's your first one, can
Your total monthly housing payment is more than justbe scary, frustrating and stressful. But as long as you
the monthly mortgage. It should also include interest,do your homework and know what to do to prepare
taxes, insurance, utility costs, condo/HOA fees,yourself, you'll be on your way to making your goal of
maintenance/repair costs, and possibly specialhomeownership a wonderful reality. Best of luck to
assessments. So if your budget is $2000 for ayou and your search!
monthly housing payment, that means that all of the(C) 2008 Lauren Vo
above mentioned expenses need to be included in thisREPUBLICATION NOTE: This article may be
number. If you budgeted $2000 for your total monthlyrepublished as long as all text including author credits
housing payment and your lender quoted you aand hyperlinks are fully intact and unedited.
monthly payment of $1950, it's highly likely that the