Documents Needed
Ensuring a Tailored Approach
At Preferred Mortgage Source, we provide in-depth Mortgage Consulting. We take a deep-dive in to our client's financial ecosystem. Mortgage blends your family's financial goals with your lifestyle goals. Using an empathetic and trust-based approach, our team is trained to find the right mortgage that fits your needs.
In order for us to stay ahead of the curve, we ask for documents prior to your contract being submitted. Here's what we will need (but not limited to):
After Your Initial Call and Your Application:
You'll receive a link to our secure document portal. In the portal, you'll find a document similar to the ones listed below. To keep you and your private information safe, please upload documents into the portal.
