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Process Overview
Fill out the contact us form
Loan officer contacts you to discuss options
Complete application and send in required documentation.
Submit application to underwriter
Receive Approval
Order Documents
Schedule signing of documents
Wire funds to escrow
Clear title and disperse funds
Our Process
At Merit Funding Group we work hard to make the loan process as simple as possible for you. To ensure the fastest loan processing times, you'll need to gather the following information and have it available for your loan officer.
Purchase Transactions
Along with the basic information for the application you will need:
  • Purchase Contract / Information about the property you are looking to buy
  • Your last two, or if possible, three months most recent bank statements
  • Any other asset information (if available)
  • Income documentation (if available)
  • Homeowners insurance information
Refinance Transactions
Along with the basic information for the application you will need:
  • Most recent mortgage statements
  • Most recent two months bank statements
  • Income documentation
  • Homeowners insurance information
Once you've completed the application process you'll be asked to forward the above mentioned items to your loan officer along with any additional information or documentation that they indicated might be needed based on your individual situation.
Once we have received your paperwork, your loan officer will get you prequalified and then contact you with loan options, rate and term information.
Together we will decide on the program that best suits your particular needs and requirements, we'll submit your file for the underwriting and final approval. When this process is complete you'll be ready to sign loan documents.