W-2 workup · $25
Human-assisted income workup with a written PDF summary.
Start the W-2 workupHuman-assisted file review
A broader second look at the documents before or after underwriting questions arise.
The complete-file service reviews the supplied income, asset, credit, and preliminary title documents and returns a written PDF summary of calculations, observations, gaps, and possible discussion points.
What the service can include
- Income calculation and trend observations
- Large-deposit inventory and sourcing questions
- Potential documentation gaps and likely conditions
- Preliminary title observations when provided
- Possible scenarios or follow-up questions for the lender or authorized underwriter
What it does not do
The review does not approve, deny, suspend, clear conditions, establish final DTI, provide legal advice, or replace the lender’s underwriting process. Results depend on the documents supplied and may differ from a lender’s calculation or decision.
Secure delivery
After confirmed payment, sign in to the customer account and upload only the documents needed for the review. Do not send loan documents through the chatbot, email, WhatsApp, or Instagram. The completed PDF summary is returned through the secure account.
Standard complete-file review · $350
Complex or unusually large files may require a written quote before additional charges are made.
Start the $350 file reviewHuman-assisted income workups · from $25
Submit the applicable documents through secure intake. Receive a written PDF summary showing the reviewed calculation, observations, and limitations.
Self-Employed workup · $75
Human-assisted income workup with a written PDF summary.
Start the Self-Employed workupBank-Statement workup · $125
Human-assisted income workup with a written PDF summary.
Start the Bank-Statement workupEntity workup · $75
Human-assisted income workup with a written PDF summary.
Start the Entity workupRental income workup · $35
Human-assisted income workup with a written PDF summary.
Start the Rental income workupW-2 10-pack · $200
Human-assisted income workup with a written PDF summary.
Start the W-2 10-pack