The Loan Process
1. ConversationDiscuss goals, property type, timing, and general next steps.
2. ApplicationComplete the secure application through the selected loan officer/app link.
3. DocumentsProvide income, asset, credit, property, and identity documentation as requested.
4. ReviewLoan file is reviewed under applicable underwriting guidelines.
5. ClosingFinal terms, disclosures, title/closing coordination, and settlement.
