Documentation


We are excited to assist with your home financing. Below are some notes for clarity and the list of documentation. We will ask for more documentation as I review your file and then go over it. Being responsive will expedite the process.   Please don’t hesitate to call with any questions.

Please Notes

-Once you submit your online application, the portal will allow you to securely upload your documentation.
-Unlock your Credit Report if it is locked.

-Upload clear and readable PDFs or JPGs

-Remember to redact or block out social security or account numbers on your documentation.

-Bank statements: Include all numbered pages, even if they are blank.

-Once in contract, do not apply for, co-sign, or obtain any new debt during the process. 

-Do not move money from one account to another once in contract.

-Do not move money from one account to another once in contract.

Checklist:

Kurt Kessler

NMLS#365130

(925) 400-3850

[email protected]

Barrett Financial Group, LLC NMLS #181106

© 2024 All Rights Reserved. Kurt Kessler NMLS# 365130 | Barrett Financial Group, L.L.C. | NMLS #181106 | 3207 Grey Hawk Court, Suite 110, Carlsbad, CA 92010 | CA 60DBO-46052 & 41DBO-148702 Licensed by Dept. of Financial Protection & Innovation under the California Residential Mortgage Lending Act. Loans made or arranged pursuant to a California Financing Law License | Equal Housing Opportunity | This is not a commitment to lend. All loans are subject to credit approval. nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/181106 -NMLS Consumer Access /Legal Disclaimer - This information is not intended to be an indication of loan qualification, loan approval or commitment to lend. Other limitations may apply. This site is not authorized by the New York State Department of Financial Services. No mortgage loan applications for properties located in the state of New York will be accepted through this site.