The Most Critical Step to Hassle-Free Mortgage Financing!
Once you’ve completed your mortgage application, the next step is to securely upload any required documents. Don’t worry—it’s quick and easy!
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Log in to Your Portal
Click the secure link I sent you via email to access your mortgage portal. From there, you’ll see a list of any documents I need from you.
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Find Your Document Checklist
Your personalized checklist will show exactly what’s needed—things like:
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📄 Income verification (pay stubs, T4s, or tax returns)
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🏦 Bank statements (for your down payment or savings)
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🏡 Property details (if applicable)
💡 Tip: If you’re not sure what a document is, just upload what you have, and I’ll let you know if we need anything else.
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Upload Your Files
✅ Click on the document name
✅ Select “Upload” and choose the file from your computer or phone
✅ Repeat for each required document
📸 Uploading from your phone? You can take a clear photo of the document and upload it directly! Just make sure everything is visible and easy to read.
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Done!
Once you’ve uploaded everything, I’ll review the documents and reach out if anything else is needed.
📩 Need help? Have a question or trouble uploading? Just reach out—I’m happy to help!