Checklist

Get approved, then keep the deal clean.

Use this checklist when preparing loan applications, comparing dealership financing, and setting up your first payment.

Before applying

  • Check your credit reports and dispute obvious errors.
  • Set a maximum out-the-door price, not only a monthly payment.
  • Estimate insurance before choosing the car.
  • Decide how much cash you can put down without draining reserves.
  • Gather income, housing, employment, identity, and residence information.
  • Know the payoff amount if you are trading in a vehicle with a loan.

Questions to ask each lender

  • Is this pre-qualification or pre-approval?
  • Will checking my rate create a hard credit inquiry?
  • What APR, term, and maximum amount are approved?
  • Are there application, funding, origination, or prepayment fees?
  • Are there limits on vehicle age, mileage, title type, dealer, or private-party purchases?
  • When does this offer expire?

At the dealer

  • Ask for the out-the-door price in writing before discussing financing.
  • Compare the dealer offer against your pre-approval using APR, term, amount financed, and total cost.
  • Ask whether a low APR replaces a rebate or other discount.
  • Decline add-ons you did not independently price or choose.
  • Do not sign if the financing is not final and you are uncomfortable with a later callback.
  • Leave with a complete copy of every signed document.

After signing

Set up automatic payments only after you confirm the lender, account number, first due date, payment amount, and payoff instructions. Keep a reminder for the first two payments so you can catch setup problems early.

If you later receive new paperwork or a request to return to the dealer because financing changed, compare every new term against the contract you signed before agreeing.