How Pre-Approval Works

    What lenders look at and how to prepare for mortgage approval.

    Pre-approval is essential before seriously shopping for homes. Sellers want to see you've been vetted by a lender before accepting your offer.

    What Lenders Evaluate

    Credit Score

    • 620+ for conventional loans
    • 580+ for FHA loans
    • 740+ for best rates

    Debt-to-Income Ratio (DTI)

    Your monthly debt payments divided by gross monthly income.

    • Front-end DTI (housing only): Ideally under 28%
    • Back-end DTI (all debt): Ideally under 43%

    Down Payment

    • Conventional: 3-20%+
    • FHA: 3.5%
    • VA: 0%
    • Jumbo (Bay Area loans over ~$1.15M): 10-20%+

    Employment & Income

    • 2+ years of stable employment
    • Tax returns, W-2s, pay stubs
    • Self-employed: 2 years of tax returns showing stable income

    Assets

    • Bank statements showing down payment plus reserves
    • Gift letters if using family funds

    Pre-Qualification vs Pre-Approval

    Pre-qualification is a quick estimate based on self-reported information. It is not verified.

    Pre-approval means the lender has checked your credit, income, and assets. This is what sellers want to see.

    Tips

    • Shop rates within a 14-day window to minimize credit impacts
    • Don't open new credit or make large purchases before closing
    • Have documents ready before applying

    Have a question about this?

    I'm happy to walk you through it for your specific situation, no pressure.