Our Mortgage Process – Step By Step. Here are the mortgage process steps you will follow in your home loan journey from first contact until client for life.

This article and video go over our mortgage process:

• Discovery Call
• Strategy Call
• Mortgage Pre-Approval
• Contract Received
• Disclosures
• Inspection Period
• Appraisal and Title Ordered
• Submitted to Underwriting
• UW Approved With Conditions
• Appraisal Received
• Clear to Close – CTC
• Initial Closing Disclosure (CD)
• Docs Out / Balancing
• Closing Day – Signing
• Closing Day -Funding
• Client For Life!