Steps

  1. Check your own credit report first and fix any errors before a lender pulls it.
  2. Gather recent pay stubs, the last two years of tax returns and W-2s, and recent bank statements.
  3. Ask two or three lenders for preapproval within a short window, so credit checks count as one shopping period.
  4. Read the letter for the amount, the loan type and the expiry date.
  5. Treat the amount as a ceiling, and set your own budget from your monthly spending.
  6. Avoid new credit, big purchases or job changes until the loan closes.

Stop and call a professional if

Questions to ask the professional

Common mistakes

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Your checklist

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Quick quiz

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1. What does a preapproval involve that a prequalification usually does not?
2. Is a preapproval a final loan approval?
3. What should you avoid between preapproval and closing?

Related skills

Sources

Written in our own words from the sources above. It is general information, not advice for your situation; where a professional, your doctor or your lease says something different, follow them.

Last reviewed . First published .