CLIENT RESOURCES
Prepared for
the next step.
Useful documents in one place. I’ll help you identify which ones apply to your situation.
01 / RESOURCE
Hard-pull credit authorization
Review the authorization and discuss the applicable credit inquiry with Jason before signing.
Open document ↗02 / RESOURCE
Soft-pull credit authorization
Review the authorization and discuss the applicable credit inquiry with Jason before signing.
Open document ↗03 / RESOURCE
Borrower document checklist
A starting point for organizing a mortgage review. Your lender may request different or additional items.
Open document ↗04 / SECURE APPLICATION
Mortgage application
Continue to the mortgage application portal when you are ready to apply.
Open application portal ↗05 / RESOURCE
Referral partner form
For professionals interested in discussing a working relationship.
Open document ↗Authorization forms can contain sensitive information. Ask Jason how to return completed documents securely. Do not send completed forms, identity documents or account records through social messages.