Keeping track of your mortgage application is simple with Perch. You can check your status, view outstanding action items, and see your plan progress at any time by logging into your Perch account.
Steps to Check Your Mortgage Application Status
Log into your Perch account
Go to your Perch dashboard – Here, you'll see all of your active mortgage plans.
Find your active plan card – This will display your current application status and any outstanding action items that need to be completed.
Click into your plan for more details – Inside your plan, you’ll find:
A timeline overview showing all steps in the mortgage process
Action items that need to be completed
A status update on where your application stands
Once you're in your Perch dashboard, your active plan will display one of several statuses. Here's what each status means:
New – You've created a plan, but haven't completed your profile yet.
Profiles Completed – Your (and your co-applicant's) profile information has been completed, but document uploads or other steps may still be outstanding.
Ready for Pre-approval – Your application is ready for review. Your advisor has been notified and will begin processing your pre-approval.
Pre-approved – You've received a conditional pre-approval from one of our lending partners.
Application in Progress – You've started a formal mortgage application and your advisor is working with a lender to finalize the process.
Ready to Fund – Your application is approved and we're waiting for the funding date.
Completed – Your mortgage has successfully funded & you will now see your new (purchase plan) or updated (switch, renew or refinance plan) property in your properties dashboard.
Completing Your Plan Steps
If there are outstanding steps in your plan, ensure they are marked as complete.
If you're waiting on your advisor, they will be automatically notified once all required steps on your end are finished.
Need Help?
If you have questions about your mortgage application status or need assistance, reach out to our support team.
By staying up to date with your Perch dashboard, you’ll always know exactly where your mortgage application stands and what steps to take next.