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  • Buyers, Investor

Documents for pre-approval

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Preparing to apply for a mortgage? The key to a smooth approval process lies in organizing your financial documents well in advance. Here are the top 3 financial documents you should get in order now to pave the way for a hassle-free mortgage approval:

Tax Returns: These provide a clear picture of your annual income and are essential for lenders to assess your financial stability.

Bank Statements: Recent bank statements give lenders an insight into your saving and spending habits, as well as validate your cash reserves and down payment sources.

Pay Stubs: Showing your current earnings, pay stubs help lenders determine your ability to make monthly payments.

Getting these documents in order not only streamlines the mortgage process but also gives you a clearer understanding of your financial standing as you embark on the home-buying journey.

Ready to get started on your mortgage application and need some guidance on getting your finances in line? Let’s connect and make your path to homeownership as smooth as possible.

#MortgagePreparation #HomeBuyingJourney #FinancialReadiness #RealEstateFinance

How To Resources

Canva

How To Customize Templates To Your Brand Colors
BRANDING YOUR BUSINESS
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Landing Page How To Resources

Getting Started

Please first watch the landing page instructions below for a video tutorial on how to set up your landing page.
Canva Website INSTRUCTIONS and FAQ's

Collecting Leads

Create Your Google Form

  • Go to google and click on forms (*please note this only works if you have a gmail account)
  • Choose the 'Contact Information' form and then customize it with name and email ONLY (asking for too much information could result in a frustrated lead who ends up not filling out any information)
  • *NEW→ Go to 'Responses' and click the 3 dots and choose 'Get email notifications......'
  • *NEW→ Go to 'Settings' and turn OFF both toggles under 'Requires Sign In'
  • Go back to questions and click 'Send'
  • Beside 'Send via' choose the link icon
  • Click 'Shorten URL'
  • Click 'Copy' to copy your link
  • Go to Canva and insert link in your button

Add Form Into Page

  • Open your desired landing page in Canva and customize (if needed)
  • Take your link from your Google form and insert the link in your button
  • Publish your landing page as a website
  • Take that link from Canva and share it everywhere to start collecting leads today!
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