01 — THE FRAMEWORK

A condo loan evaluates the unit and the project.

Preapproval for your finances does not establish that a particular condominium is eligible for the chosen loan. Lenders can review the association’s finances, insurance, litigation, ownership mix and inspection or repair information. Requirements depend on the lender and loan program.

02 — WHAT TO CHECK

Three checks that change the answer.

01

Request a Loan Estimate for your financing scenario.

02

Ask the lender which project documents and insurance information it needs.

03

Verify whether reserves, repairs or litigation affect the selected loan program.

03 — BUYER DECISION

Ask about project review at the outset

Share the building and legal unit with your lender before writing an offer. Ask which condo questionnaire and documents are needed and whether any known issue could affect the proposed loan.

  • Confirm the loan program and condo review path.
  • Ask who orders the questionnaire and its turnaround time.
  • Request current budget, insurance and project records early.
04 — BUYER DECISION

Budget for cash and ongoing cost

Down payment, reserves, rates and any assessment can change affordability. Ask the lender for a transaction-specific Loan Estimate and check taxes, association charges and insurance with the proper providers.

  • Compare proposed cash to close and monthly payment.
  • Clarify whether any assessment changes the loan review.
  • Verify the applicable insurance and reserve requirements.
05 — BUYER DECISION

Protect the offer timeline

Project eligibility and final underwriting may remain open after personal preapproval. Coordinate lender documents with the financing contingency, appraisal and association approval dates in the contract.

  • Ask which approval conditions remain unresolved.
  • Track lender and association response dates.
  • Discuss financing contingency language with your agent and counsel.
06 — BEFORE YOU DECIDE

Make the comparison specific.

Borrower preapproval alone does not confirm that a specific condo project meets a lender’s requirements.

Share your loan program, down payment range and target building to ask the lender the right project questions.

CONTINUE THE RESEARCH

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