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Laptop and Paperwork

Document Support

A library of supporting videos for clients gathering documents for their mortgage application.

Document Notes

  • IMPORTANT: Please let me know once all the documents are uploaded.

  • Please review the instructions below to assist in your file being reviewed in a timely manner.  

  • For joint applications: If there is not a specific name beside a respective requested document, we require that document for both applicants. 

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Instructions for Document Submission

IMPORTANT tips to ensure your application is actioned promptly. If these tips are not utilized, your application will be delayed:

  • Please ensure none of the documents you upload have passwords.  They may not upload and may become corrupt. 

  • Please only send black & white CLEAR scanned PDF copies.  I cannot accept pictures of items.  Do NOT send tiff, jpeg, png, or any other format as we cannot transmit.

  • We have provided a link for file submission.  Please do NOT email any documents as it compromises the security of your data.

  • Name the files you are sending correctly. “Untitled“, “scan“, etc. slows down the process considerably.

  • Please don’t send duplicate files. It takes a long time to go through all the files and then slows things down when we have to guess what is what.

  • Keep your file size small. One file at 25 MB slows down the system.

  • Only send what is required unless there is a reason for sending additional documents.

Turbo Scan - Scanning App

Client Templates

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