First-Time Buyer

Mortgage Pre-Approval: Your First Step

Understand the difference between pre-qualification and pre-approval, what documents you need, and how to use your letter to win offers.

Nesterfy Editorial January 20, 2025 8 min read beginner

In today's competitive housing market, stepping into house hunting without a pre-approval letter is like showing up to a car dealership without knowing if your credit is good enough. Sellers won't take you seriously, and you may fall in love with a home you can't actually buy.

Pre-Qualification vs. Pre-Approval

FeaturePre-QualificationPre-Approval
Credit checkSoft pull (no impact)Hard pull (small impact)
Document reviewNone — self-reportedFull income and asset verification
StrengthInformational estimateConditional lender commitment
Accepted by sellersRarelyStandard expectation
ValidityNot formally valid60–90 days

Documents You'll Need

  • Two years of W-2s and federal tax returns
  • One month of recent pay stubs
  • Two months of bank statements (all pages)
  • Investment and retirement account statements
  • Photo ID (driver's license or passport)
  • Social Security number
  • If self-employed: two years of business tax returns + year-to-date P&L statement
  • If rental income: signed lease agreements and Schedule E from tax returns

How Pre-Approval Affects Your Credit Score

A hard credit inquiry typically lowers your score by 5 points or less — and only temporarily. More importantly, if you apply with multiple lenders within a 14–45 day window, FICO treats all mortgage inquiries as a single inquiry. So shop around! Comparing 3–5 lenders can save you tens of thousands over the life of the loan.

Getting the Most From Your Pre-Approval

  1. Get pre-approved before starting serious house hunting.
  2. Apply with at least 2–3 lenders to compare rates and fees.
  3. Ask for a letter at a lower amount than your max — this prevents sellers from pricing accordingly.
  4. Renew your letter if it expires before you find a home.
  5. Avoid major financial changes after pre-approval: no new credit cards, car loans, or large cash deposits.
Conditional Approval vs. Clear to Close

Pre-approval is conditional — the lender still needs to approve the property and may request additional documents. 'Clear to Close' (CTC) is when all conditions are satisfied and the loan is ready to fund.

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