Important Forms

Download PDFCredit Authorization Form

By signing this form, you will certify that you are applying for the accounts and services indicated on the Mortgage Application. You will authorize Origin Client First Mortgage Solutions DLC to obtain and/or exchange personal information with any agent towards establishing or verifying your financial standing.
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Download PDFAppraisal Authorization

When you buy or refinance a home, your mortgage lender will want to know whether the property you are interested in buying/ refinancing is worth the amount you are willing to spend. They will need to check out the property for anything that can devalue or increase the property's worth. To do this they require a home appraisal for all borrowers. Typically the lender does not share the appraised value with the buyer.
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Download PDFGift Letter

With the high price of housing these days, more buyers are turning to the Bank of Mom and Dad for help in acquiring a new home. Often, this takes the form of the parent advancing funds for a down payment. Typically, banks will require confirmation that the parental assistance is a gift and not a loan. The person giving the gift must be an immediate family member. Note that some Lenders require you to complete their own branded gift letter. You will need to provide proof to the lender that the gift has been deposited into your account in advance of the closing date.
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Download PDFTo-Do-List

You mortgage broker will provide you with a to-do list during your first meeting indicating what documents they will require from you. The quicker you provide the indicated documents to you mortgage broker, the faster the process will be to get your mortgage approved. The lender could request additional documentation, once their underwriters have looked at your application.
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Download PDFPaperwork Examples

Paystub - you will need a current pay statement dated within the past 30 days. It has to reflect your first name, last name, date of pay, and employer's name. Letter of Employment - A letter of employment from your manager or HR department indicating your start date, position, salary OR contact name and phone number in order to verbally verify employment. Notice of Assessment - All pages of your Notice of Assessment are required.
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