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Document Tracker

Track and manage your loan application documents.

Document Completion

40%

4 of 10 required documents submitted

2

Approved

2

In Review

5

Pending

1

Attention

Government-Issued ID

*Required

Driver's license or passport

Uploaded: 2025-01-15

IdentityApproved

Entity Documents

*Required

LLC operating agreement or articles of incorporation

Uploaded: 2025-01-18

IdentityUnder Review

Bank Statements

*Required

Last 2 months of bank statements

FinancialNot Uploaded

Proof of Funds

*Required

Down payment and reserves verification

FinancialNot Uploaded

Purchase Agreement

*Required

Signed purchase contract

Uploaded: 2025-01-17

PropertyUnder Review

Lease Agreement(s)

*Required

Current lease agreements for rental properties

Lease is expired, please provide current lease

PropertyNeeds Attention

Property Insurance Quote

*Required

Insurance quote or binder

PropertyNot Uploaded

Rent Roll

Current rent roll showing tenant information

PropertyNot Uploaded

Property Photos

Interior and exterior photos

Uploaded: 2025-01-16

PropertyUnder Review

Appraisal

*Required

Property appraisal (ordered by lender)

Third PartyNot Uploaded

Title Commitment

*Required

Preliminary title report

Third PartyNot Uploaded

Credit Authorization

*Required

Signed credit authorization form

Uploaded: 2025-01-14

AuthorizationApproved

Document Guidelines

  • • Upload clear, legible copies
  • • PDF format preferred
  • • Max file size: 10MB per document
  • • Ensure all pages are included

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