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Application Instructions

Applying is as Easy as 1-2-3!

Your easy mortgage application starts here.  Tell us a little about yourself, and let our experienced staff do the rest.  We combine the convenience of online digital tools with the personal concierge service you deserve.  Our Mortgage Executives will guide you through the loan process, and answer any concerns you might have.  Have a question?  Please give us a call or send us a message any time.

Step One - Applying is easy with our Interactive Mortgage Application which will lead you through a short interview process so that your Mortgage Executive and Underwriter can get the most pertinent information to assist you in your financing needs.  Don't worry, there's no need for all those account numbers, dates, and blances.  The simplified free-form input lets you tell us what you know, and we will do the rest.

Step Two - Get your tri-merged Credit Score and Report which will empower you to see what the lender sees, and assist the Mortgage Executive and Underwriter in the qualification process.  Already have your credit report?  No problem, just advise your Mortgage Executive, and move on to the next step.

Step Three - Your SRD Realtor or Mortgage Executive will set you up with an account on this site which will permit you access to a suite of powerful mobile-friendly digital tools.  Send and sign documents electronically, communicate with the lender, monitor your mortgage check list, shop for home insurance, and of course get access to our highly acclaimed Mortgage Worksheet with ActiveRate™ real time mortgage pricing.