All the Tools You Need to Simplify Mortgage Documentation
From checklists to workflows, our documents help MLOs and borrowers stay organized, reduce back-and-forth, and close loans faster.
Required Borrower Documents / Information
Required Documents Checklist for Borrowers
A clean, client-facing list that helps MLOs set expectations and reduce back-and-forth.
Scenario Intake Form
A structured form for gathering borrower details
Product Comparison Matrix
A side-by-side cheat sheet of major loan types, minimum requirements, and unique features.
Mortgage Glossary
A clear, plain-language reference for all key terms, acronyms, and concepts they’ll encounter in guidelines, LOS systems, and conversations with underwriters.
Income and Assets
Income Calculation Worksheets
Templates for W2, hourly, salary, overtime/bonus, commission, and self-employed income, with step-by-step prompts.
Pay Stub & W2 Review Checklist
What to look for, what’s acceptable, what’s a red flag, and what requires additional documentation.
Asset Review Checklist
THow to evaluate bank statements, gift funds, large deposits, and acceptable sources of funds.
DTI and Credit
DTI Worksheet
A simple calculator plus a guide on what counts as debt, what can be excluded, and how to structure a file to improve ratios.
Credit Report Review Guide
How to read a tri-merge, what matters to underwriting, how to identify disputes, collections, and liabilities that need clarification.
Coaching Documents
Pre-Approval Workflow Guide
Step-by-step instructions from initial conversation to issuing a pre-approval letter.
Credit Report Review Guide
How to read a tri-merge, what matters to underwriting, how to identify disputes, collections, and liabilities that need clarification.
Email Templates
For requesting documents, explaining conditions, following up with borrowers, and communicating with agents.
Weekly Routines
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Scripts
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Stay in the Loop
Get weekly reminders about upcoming live trainings plus occasional coupon codes and special discounts on courses and coaching.
Contact
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