Preferred Mortgage Advisors

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The Application Process is Easy!

Start by filling in your email address below and clicking “Next”.  This creates your file and proceeds to the application.

Once your application is submitted, you will receive an immediate link to the secure portal to upload your documents.
– If you would prefer, you can fax your documents to 925-261-7251

We are automatically notified when your application is complete and will reach out to review it with you.

Required Documents

– Current paystub(s)

– W-2s for the last 2 years

– 2 months statements for your bank and investment accounts, all numbered pages even if blank

– Copy of a valid Driver’s License

Additional documents may be required based on the application information.

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