The five steps
Step 1: Consultation and pre-approval. Step 2: Document collection and application.
Step 3: Processing and underwriting. Step 4: Appraisal and final approval. Step 5: Closing and funding.
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Use this five-step framework to move from pre-approval to clear-to-close with fewer surprises.
Step 1: Consultation and pre-approval. Step 2: Document collection and application.
Step 3: Processing and underwriting. Step 4: Appraisal and final approval. Step 5: Closing and funding.
Respond quickly to lender requests and maintain consistent financial behavior during escrow.
Coordinate contract dates with your lender to protect closing timelines.
Schedule a consultation with Dr. Jan Duffy to map your next step.