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Finance

Preparing Mortgage Application Supporting Documents

Mortgage applicants compile employment verification, income documentation, asset statements, and property appraisals into a submission package. Each lender has specific document ordering and naming requirements.

Workflow

  1. Gather all mortgage documents: employment letters, pay stubs, bank statements, appraisal
  2. Scan any paper documents and convert to PDF using Image to PDF
  3. Use the PDF Splitter to extract specific pages from multi-page bank statements
  4. Use the PDF Merger to combine documents in the lender's required order
  5. Apply PDF Compression to meet portal upload limits
  6. Submit the complete package through the mortgage application portal

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