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Free Download · For Homebuyers & Refinancers

Your Mortgage
Document Checklists

Four one-page borrower checklists covering credit, assets, income and the documents in your loan file, so you know what to gather before you apply.

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4 Borrower Checklists

Credit · Financial · Income · Loan Documents
4 pages · free · no obligation

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Get All 4 Free

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No spam, ever. Just the checklists, and maybe a follow-up if you'd like help.

What's Inside

  • Credit checklist: personal details, monthly debts, recent credit activity and items that may need follow-up
  • Financial checklist: bank and retirement statements, large-deposit review, joint accounts and gift funds
  • Income checklist: what W-2, self-employed, 1099 and other-income borrowers are typically asked for
  • Loan documents checklist: ID, housing records, funds to close, special situations and Florida closing notes
  • Ray's tips on what to avoid while you're qualifying

Not every item applies to every borrower. After a quick review of your scenario, I'll tell you exactly which ones you need. Want to run the numbers first? Try the mortgage calculators.