Credit Authorization Form

All mortgage applications must be accompanied by a credit authorization form. This gives us permission to complete a mortgage credit report and to verify your qualifications for a mortgage.

Credit Report Authorization Form

Pre-Qualification Documents 

Mortgage Pre-Qualification Loan Worksheet-Refinance(word document)

Mortgage Pre-Qualification Loan Worksheet-Purchase (word document)

Loan Items Checklist
This checklist will help you prepare for your pre-approval appointment.  Not all of the items on the checklist are needed from every applicant.  Kate or one of her team members will go over the items on the checklist that will be needed from you in order to complete your pre-approval.

Kate's Loan Application Checklist (word document) 

Kate's First Time Homebuyers Loan Checklist (word document)