Ryan EllisMortgage Associate

Required Documentation

Preparation is the key to a stress-free mortgage. Select your transaction type below to see the exact checklist and instructions on how to gather your files.

Purchase Checklist
Documents required when buying a new home.

Digital Submissions

Most documents can be provided as digital PDF files. Please ensure any photos of documents taken with your phone are perfectly clear and aligned properly in the photo.

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Printable Checklist

Prefer a physical copy to check off as you go? Download a PDF version of these checklists.