The beginning of a broker / client relationship is warm and encouraging as we discuss the client's goals and how we can achieve them...then we ask for supporting documentation...

Quite often a client may feel like we're asking for too much information, and it can be quite a bit of home work for the client finding all the pieces! In all cases each lender is very specific on what they want to see in order to verify income, down payment, property details etc. We do our best to streamline the process for our clients, but document collection is a reality when it comes to getting approved for a mortgage.

This episode lays out all the various documents that may be required under various scenarios. If you haven't applied for a mortgage before, this is a great listen!