Document toolkit

Start every file with the right documents in reach.

Practical, loan-type specific checklists for purchase and refinance scenarios.

DSCR

Purchase

General starting checklist

Purchase contractCurrent lease or market rent scheduleProperty insurance quoteEntity documentsRequirements vary by program. Confirm with the lender.
DSCR

Refinance

General starting checklist

Mortgage statementCurrent leaseProperty tax statementPayoff authorizationRequirements vary by program. Confirm with the lender.