PREAPPROVAL CHECKLIST
Get organized.
Move with confidence.
Preparing a few common documents can make the mortgage conversation more productive. Check off items as you gather them; your selections stay only in this browser session.
A PRACTICAL STARTING LIST
What might be requested.
Every borrower and loan program is different. Wes may request fewer, additional, or updated documents after reviewing your goals, employment, assets, credit, and property plans. Do not email sensitive documents—submit them only through Wes’ secure application portal.
YOUR PROGRESS
0 of 1801
Identity and residence
02
Income and employment
03
Assets and funds
04
Self-employed borrowers
05
Property and obligations
This checklist is general educational information and is not a complete underwriting list, an approval, or a commitment to lend. Document requirements vary by loan program and borrower circumstances. Use Wes’ secure application portal—not email—to submit financial documents or sensitive personal information.