The Mortgage Process
Step 12 of 16

The Mortgage Process

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The Mortgage Process

From pre-approval to fund transfer — every stage of the mortgage process.

What you need to know at this step

Stages of the Mortgage Process

The mortgage process typically takes 3–8 weeks from the time the application is submitted. Advance preparation is significant — collect documents in advance to save time. Here are the key stages:

Stage 1 — Application and Pre-Approval: Submit an application to several banks simultaneously. The banks will assess your income, existing debts, and equity. Pre-approval is not binding — it is a preliminary indication of willingness to consider the application.

Stage 2 — Appraisal: The bank commissions its own appraiser to inspect the property. If the appraisal is below the sale price — the bank will lend based on the lower of the two.

Stage 3 — Document Submission: Pay slips, bank statements (3–6 months), tax form 106, certified income statements for self-employed, purchase contract, land registry extract.

Stage 4 — Final Approval: After reviewing all documents, the bank issues a final "mortgage offer" with the exact terms.

Stage 5 — Signing: Signing the loan documents. An important moment — read everything before you sign.

Stage 6 — Fund Release: After meeting all conditions (life insurance, structural insurance, caveat registered in favour of the bank), the bank transfers the funds directly to the seller.

Documents Usually Required

Salaried employees: last 3 months' pay slips, tax form 106 (previous year), 3–6 months' bank statements, identity card.

Self-employed: invoice book, annual reports, accountant's certification of income, balance sheet.

Everyone: signed purchase contract, land registry extract, appraisal report.

Mortgage Refinancing

Refinancing is taking out a new mortgage on better terms to pay off the existing one. Market interest rates change — when rates were high and subsequently fall, it is worth exploring refinancing. Compare: does the saving on interest exceed the early repayment penalty?

Mortgage Advice — Really Worth It

An independent mortgage advisor (not a bank employee) can save you tens of thousands of shekels over the life of the loan. They know the banks' tricks, know what can be negotiated, and what can be improved in the loan structure.

✅ Checklist for this step

  • 1
    Submit a formal mortgage application with all required documents
  • 2
    Receive offers from several banks — and don't accept the first one
  • 3
    Choose interest tracks: fixed, prime, CPI-linked
  • 4
    Sign the loan documents after reading them thoroughly
  • 5
    Ensure life insurance and structural insurance are arranged before funds are released
  • 6
    Coordinate with your lawyer the timing of the mortgage fund release
  • 7
    Keep complete records of all mortgage documents for years to come

⚠️ Important Note

The information and calculations on this site are for general guidance only and do not constitute legal, financial, tax, or investment advice of any kind. Tax brackets, interest rates, and other data are updated periodically and may not reflect the current situation at the time of viewing.

Before making any real estate purchase, sale, or investment decision — consult with a real estate lawyer, mortgage advisor, tax advisor and licensed appraiser as appropriate. Do not rely solely on calculator results when making decisions.

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