Client Portal
Upload your mortgage documents securely in one place
Ready to upload your documents?
Our secure client portal lets you upload documents, track what we have received, and see what is still needed — all in one place. No more emailing attachments back and forth.
Our client portal is coming soon. In the meantime, please email your documents to holly@abettermortgageexperience.com
How It Works
Get Your Link
When we begin working together, you will receive a personal portal invitation via email and text.
Upload Documents
Log in and upload the documents on your checklist. Photos from your phone work fine for most items.
We Review
We get notified instantly when you upload. We will review and let you know if anything else is needed.
What Documents Will I Need?
The documents required depend on your mortgage type. Here is a general guide — your specific checklist will be in your portal.
Home Purchase
- Government-issued photo ID (2 pieces)
- Employment letter (current, on letterhead)
- Most recent 2 paystubs
- T4 slips (last 2 years)
- Bank statements (last 90 days)
- Proof of down payment
- Purchase agreement / MLS listing
Refinance
- Government-issued photo ID
- Employment letter
- Most recent 2 paystubs
- T4 slips (last 2 years)
- Current mortgage statement
- Property tax bill
Renewal
- Current mortgage statement
- Property tax bill
- Employment verification
Self-employed? You may also need Notices of Assessment (2 years), T1 Generals, and business financial statements.
Have questions about what to upload, or need help with the portal?