Mortgage Preparation Checklist

We made a very concise, one-page Mortgage Preparation checklist with all the most important points you need to keep in mind when getting ready for a mortgage application.

Note that if you need to improve your credit score, we will help you do this free of charge as part of our mortgage application process. We routinely work with clients for 2-3 months or even much longer to help them get prepared for the actual application. We help you ensure that everything is prepared and that your loan application is packaged for maximum chance of approval. Since 2021, we have a 97% approval rate on loan applications submitted to lenders.

Download the checklist here

Alejandro Szita

I am an independent mortgage broker for CA, FL, OR & TN specialized in serving self-employed borrowers, including business owners, artists and retirees. I am also an experienced California real estate broker and real estate consultant. I am a Certified Mortgage Planning Specialist® and a member of the professional associations AIME, CAR, NAR and PWR. I enjoy helping people solve real estate problems and real estate financing problems, especially when they have a complex or out-of-the-box situation.

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