Home financing

Mortgage pre-qualification and pre-approval

Pre-qualification gives you a directional view of price range and monthly payment using stated income and a soft credit review where available. Pre-approval adds verified income, assets, and a credit authorization so sellers and agents take your offer seriously.

Couple reviewing mortgage paperwork with a loan officer
Pre-approval packages signal that underwriting has reviewed core documents—not just a calculator output.

Pre-qualify vs. pre-approve

Pre-qualification is a conversation and light verification: you share employment, income ballparks, and liabilities. Sky returns illustrative ranges and flags obvious constraints (self-employment seasoning, large deferred comp, or recent credit events).

Pre-approval requires application data, authorization to obtain a tri-merge credit report, and documentation such as W-2s, pay stubs, or business returns. You receive a conditional letter with maximum loan amount, product type, and expiration—subject to appraisal and final underwriting.

Credit inquiries

Multiple mortgage inquiries within a short shopping window are often scored as one event. Your banker explains timing before you authorize a hard pull.

Budget worksheet for mortgage affordability
Align purchase price with reserves for taxes, insurance, and maintenance—not just principal and interest.

What to prepare

Gathering these items shortens the path from conversation to a clean pre-approval letter.

  1. Identity and authorization Government-issued ID and signed credit authorization for all borrowers on the note.
  2. Income trail Recent pay stubs, two years of W-2s, or business returns and K-1s for self-employed filers.
  3. Asset statements Two months of liquid accounts for down payment, closing costs, and required reserves.
  4. Property context Target ZIP codes, occupancy plans, and whether you need a contingency on an existing home sale.

Common questions

Does pre-approval guarantee closing?

No. Final approval depends on appraisal, title, insurance, and any changes to your employment or credit before funding.

How long is a pre-approval letter valid?

Typically 60–90 days depending on program. Sky refreshes income and asset documentation if your search extends beyond that window.

Can I switch products after pre-approval?

Yes, but payment and reserve requirements change. Your banker re-runs pricing and disclosures when you move between fixed, ARM, or jumbo structures.