4. Communication Is Key

Your Best Email Address

example@example.com

Does the above email go to your phone?*

How often do you check your email?

Are there locations where you don't get your emails?

Do you prefer text over emails?*

Do you prefer text over phone calls?*

Can you take phone calls at work?*

Do you access your bank accounts online?*

We can walk you through getting this set up. In today's lending environment we need you to be able to access bank accounts online.

Does your Company have an HR Department?*

Do your paychecks come from a payroll company like ADT or Paychex?*

You should then have an HR website to view your paystubs and W2. We will need you to get access to that website because the lender will be requesting multiple paystubs. We can walk you through this process, so just find the website address at this point.

We truly take this stuff seriously even if we don't take ourselves too seriously.

Is there an HOA?*

How much are the Dues?

How much are the Secondary Dues?

Then we will need a copy of the HOA statement to verfiy the payment amount.

Then we will need a copy of the both HOA statements to verify those payment amounts.

Is the Property in a Trust?*

Do you have a spouse that's not on the loan?*

What is his/ her name?

So we can prepare quit claim deeds

Do you know the difference between a bank statement and an Internet Transaction History?

Don't worry we will explain the difference. It is important that you understand the difference as the underwriter may ask for either or both depending on the account.

Are you planning on going on vacation in the next 60 days?

Just keep us aware of your schedule and we will work with it.

Leaving Out of Town Date*

MonthDayYear

Returning to Home Date

MonthDayYear

Are you leaving the country?*

Your Loan Originator

* These fields are required

We work, the way you want.