Finance
Mortgage / loan application: the document checklist
5 named documents, specific enough that a client can act on each one from their phone without asking what you meant.
- 01Last two pay stubs
- 02Last two years of W-2s
- 03Last two months of bank statementsAll pages, including blank ones
- 04Photo ID
- 05Proof of down payment source
The list is the easy half.
Getting it answered is the job. Pesterly emails this checklist from your own mailbox, follows up on day 3, 7 and 10 with what's still missing, files every upload into your own Google Drive, and stops by itself when the last item lands.