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How it Works
A clear process. Constant communication.
Guidance every step of the way.
Here's what you can expect when you work with me
from start to finish.
Your Home Financing Journey
From our first conversation through closing, I'll help you understand what comes next and keep you informed along the way.
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Connect
We'll start with a conversation about your goals, timeline, and financial situation.
Pre-Approval
I'll review your information, run the numbers, and issue
a pre-approval letter so
you can shop with confidence.
Home Search
You find the right home.
I'll help you understand the financing behind your purchase and keep your loan strategy aligned with your goals.
Loan & Underwriting
I'll gather your documents, order the appraisal, and work with underwriting to get your loan approved.
Closing
We'll review the final details, close the loan, and hand you the keys to your new home.
Documents You May Need
Requirements can vary based on your loan type and financial situation.
Here are common documents I may ask for:
Government-Issued ID
Driver's license or state ID
Proof of Income
Pay stubs, W2s, 1099s or tax returns
Asset Verification
Bank statements and other asset documentation
Additional Documents
May include credit explanations or gift letters
Employment Information
Employer details and employment history, if applicable.
Current Housing Info
Mortgage Statements, lease agreements,
or rent history.
Other Information
insurance info, alimony/child support, or other obligations (if applicable)
Not sure what you need?
I'll guide you step-by-step and let you know exactly what's required.
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