Hi {first_name},

Making the decision to become pre-approved for a mortgage loan is an important first step and there are certain things that you should know about the mortgage financing process in order to ensure your overall experience is a positive one.

As your mortgage lender, our responsibility doesn't end at getting you a great rate on a loan. We feel like we should be a mortgage advisor who helps manage the process from start to finish and we want to ensure that you have the best experience possible, so we have shared "5 Critical Things You Need To Know" now that you are pre-qualified to purchase a home.

One of the most important steps in this process is that you should be in communication with me and my team throughout this entire process. We recommend not doing any of the following without discussing it with me or my team:

  1. Don’t apply for or open any new accounts (banking, credit cards, car loans, etc.)
  2. Don’t close any accounts.
  3. Do not pay any accounts down.
  4. Do not move money from one account to another.
  5. Do not make a large deposit.

We want to make sure that you have all of the information needed and are well-informed to make the best decisions for you and your family throughout this process.

To make sure that you are properly educated we will be sending you a series of emails to guide you in what we feel are best practices after you have been pre-qualified.

Thank you, if at any point you have additional questions please do not hesitate to contact me.
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