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We review your goals, timing, loan type, property plans, and the best next step for your purchase or refinance.
Borrower roadmap
A simple guide to what happens after you get started, what documents may be requested, and how to use the borrower portal with confidence.
Portal walkthrough
This video shows how borrowers can navigate the portal, review requests, and understand where documents are uploaded during the loan process.
We review your goals, timing, loan type, property plans, and the best next step for your purchase or refinance.
You complete the secure application with income, assets, credit, property, and loan goal information.
Your portal checklist may request income, asset, identification, purchase, insurance, or VA eligibility documents.
Your file is organized, reviewed, and prepared for underwriting. We help clarify any missing items.
If conditions are requested, we explain what is needed and help you keep the process moving.
Final figures, closing disclosures, title items, and signing details are coordinated before closing.
Document examples
Your exact checklist depends on your loan type and file. These are common examples borrowers may see in the portal.
Need help?
Call Approved Mortgage or use Ask Vance if you need help understanding a portal request, document checklist, or next step.