Loan Submission

Funding Experts

In addition to the above list, this checklist is to be completed typically at least 5 full business days before closing.

First, complete the 2-minute online loan request at, then upload the below list into your loan portal:

  1. Purchase Contract if purchase / Settlement Statement if refinance (must be fully executed and include all addenda).
  2. 3rd party vendor deposits Ask your loan officer or reference your loan estimate for details and instructions. Deposit Form
  3. Scope of Work** Please send an email with all contact and license #s for all contractors.

Log into the Borrower Portal