A tutorial to help you fill out your mortgage application.
Getting started on your mortgage application is easy, and I’m here to guide you through each step! Follow this quick walkthrough to complete your application smoothly.
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Access Your Application
You’ll receive an email from me with a secure link to your application. Click the link to get started—no need to download anything!
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Fill in Your Details
The application will ask for some key information about:
✅ Your personal details (name, date of birth, contact info)
✅ Your employment & income (where you work and how you get paid)
✅ Your assets & liabilities (savings, investments, debts)
✅ Property details (if you’re purchasing or refinancing)
💡 Tip: If you’re unsure about any section, don’t stress! Just fill in what you can—I’ll review everything and follow up if we need additional information.
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Upload Supporting Documents
Once you’ve completed the application, you may see a checklist of documents needed (like pay stubs or tax returns). You can upload them securely right in the portal.
🔹 Not sure what’s needed? No worries—I’ll review your application and let you know exactly what to provide.
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Submit & Relax!
Once you’ve entered all the details, hit Submit. I’ll take it from there! I’ll review your application, connect with you if anything needs clarification, and get started on finding your best mortgage options.
📩 Have questions? Reach out anytime—I’m here to help!