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It’s no secret that the mortgage loan process can be confusing and overwhelming to potential borrowers, especially in today’s market. As a mortgage professional, it’s part of your job to build the relationship, help them feel prepared, and put their mind at ease.

The more information you can share ahead of time, the easier the process may be for everyone. And, according to a senior loan processor at wemlo, it goes a long way in creating a trusting relationship for all parties involved.

“To create a solid relationship with the loan originators you work with, processors need to be fully transparent, especially at the front end,” said Andrea H., a senior wemlo loan processor. “Hitting the loan head-on and discovering any problems at the very beginning goes a long way in developing a trusting relationship where you can easily go to the loan originator if any bumps occur as loans move through the process.”

While the wemlo^® platform makes it easy to follow the mortgage process (for both mortgage professionals and the borrower!) we put together this handy document checklist, which includes personal information, financial information, and employment information, to share with your borrowers to simplify things and help them get prepared.