Corral
Document checklists.
The paperwork people usually need for buying, selling, renting, refinancing and taxes. Free to use. If you collect these from clients, Corral can send the list and gather the files for you.
Mortgage pre-approval
The documents lenders usually ask for to pre-approve a home buyer: ID, pay stubs, W-2s, bank statements and more, with tips that stop the back-and-forth.
Selling a home
The paperwork a home seller usually gathers before listing: deed, mortgage statement, HOA documents, tax bill, disclosures, permits and more.
Rental application
What landlords and property managers usually ask renters for: ID, proof of income, rental references, pet records and renters insurance.
Tax documents
The forms and records most people need to send their tax preparer: W-2s, 1099s, 1098s, last year's return, deductions and more.
Refinance
The documents lenders usually ask for to refinance a home loan: ID, pay stubs, W-2s, mortgage statement, insurance and bank statements.
Self-employed mortgage
What lenders usually ask self-employed and 1099 borrowers for: two years of tax returns, a year-to-date P&L, business bank statements and more.
FHA loan
The documents FHA lenders usually ask for: ID, Social Security number, pay stubs, W-2s, bank statements, gift letters and rent history.
VA loan
The documents a VA home loan usually needs: Certificate of Eligibility, DD-214 or statement of service, ID, income and bank statements.
Lease renewal
What landlords and property managers usually collect at lease renewal: signed renewal, updated income, renters insurance, and household changes.
Small business taxes
What tax preparers usually ask small business clients for: P&L, balance sheet, bank statements, 1099s, payroll reports, assets and mileage.
Send any list. Stop chasing it.
Corral has a ready-made version of these lists. Send your client one link, they upload from their phone with no account, and Corral reminds them until every item is in.