Send your documents securely
Documents go through our secure portal, never through email and never through this website. Uploading takes about a minute and you do not need an account.
Three things worth knowing
- Already have a personal link from us? Use that one instead. It files your documents straight into your own case folder, so nothing gets mixed up.
- Photos are fine. A clear phone photo of each page works. Make sure all four corners are visible and the text is readable.
- Send what you have. A partial upload is better than waiting. We will tell you promptly if anything is missing or unreadable.
What we usually ask for
Your personalized list always comes from us directly; this is only what tends to appear on it.
- Photo ID for each borrower
- Recent pay stubs, or bank statements if you are self-employed
- W-2s, 1099s or tax returns, depending on your program
- Recent statements for accounts holding your down payment or reserves
- Homeowners insurance information once you are in contract
- Entity documents if you are closing in an LLC, corporation or trust
Your documents never touch this website
Encrypted in transit
Uploads go directly to our secure portal over an encrypted connection. This website receives nothing, stores nothing and cannot see your files.
Email is never the answer
Email is not a secure channel for Social Security numbers, account numbers or statements. If anyone asks you to email those, stop and call us at the number on this page.
Only what the file needs
We ask for the documents your loan program actually requires, we tell you why each one is needed, and we keep them only as long as the law and the lender require.
Ready when you are
Questions about a document, or not sure which link to use? Call or text (240) 800-6688 and we will walk you through it.
Open the Secure Upload Portal