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Getting Started With Your Home Mortgage

Taking the first steps on a home mortgage loan can be the hardest part. Our goal is to make it easy on you. This information will give you a head start so you can make the most of your time and every opportunity.


Loan Applications
Complete a loan application in advance so the time spent with your loan officer can be focused on options and answers specific to you. Start the application process now. (Completing an application does not obligate you in any way.)


Requested Documents Checklist
Start gathering the documents requested for your loan application early so you are ready to go when you find the perfect home. View and/or print a checklist here.


Loan Timeline
Upload Your Documents Here!

Safely upload requested documents right to our secure system* instead of using fax or email.


Here’s how it works:


  • Tell your loan officer you want to use the document upload feature.
  • Your loan officer will send you a user ID and log-in instructions via email.
  • Click the “Client Login” link in the upper right corner of our website and follow instructions from there.

(*This system has SAS 70-rated security, which is a widely recognized standard in the financial services industry.)


We also have a secure onsite drop box.

If you’re not into technology or need an after-hours drop off, no problem. You can leave documents in the secure drop box located on the left side of our building any time of day.