Everything about your loan, one tap away.
Know exactly what is needed, and when.
Your to-do list lives in the app: bank statements, photo ID, the contract, tax returns. Snap a photo or upload a file and the task checks itself off. Nothing to print, scan or fax.
- Upload from your camera or a file
- Sign disclosures and documents on screen
- Preview everything you have sent
Your loan officer, one tap away.
Questions go straight to the person handling your loan, not a call center. Push notifications tell you the moment something needs you, or the moment something good happens.
- Secure in-app chat with your loan officer
- Push notifications for every update
- The same advisor from application to closing
Watch every milestone.
Application, processing, underwriting, clear to close. See where your file is at any hour, with the loan details to match, and every loan you have with us in one list.
- Live status for each loan
- Purchase price, loan amount, program and terms
- Pre-qualification letters issued by your loan officer
Run the numbers before you commit.
A built-in calculator breaks a payment into principal, interest, taxes and insurance, so you can test a price or a down payment and share the result with whoever is helping you decide.
- Payment breakdown in one view
- Share results in a tap
- Same math as the calculators on this site
Four steps from first click to your advisor.
Start on your phone, finish on your laptop, or the other way around. Your progress saves either way.
- 1
Get started with your email
That is your login. No paperwork to print, no account forms to fill out first.
- 2
Answer the questions
The application asks one thing at a time and skips what does not apply to you.
- 3
Verify your finances
Connect your bank through Plaid in a few taps, or upload statements yourself. Your choice.
- 4
Your advisor takes it from there
A licensed loan officer reviews your file and calls with real options, usually the same day.
Toll-free, Monday to Friday. Spanish-speaking advisors available.
Your loan officer sees the same application you do, so a quick call before you start is never wasted.
Find your local officeVerify your finances in minutes, not days.
Advisors Mortgage Group has partnered with Plaid, the financial technology platform used by thousands of banks and apps, so you can verify assets, income and employment straight from your financial institution instead of hunting for pay stubs, bank statements and W-2s.
Skip the paperwork
Plaid securely retrieves the information we need directly from your bank. No scanning, no uploads.
Speed up your approval
Verification that used to take days now takes minutes, so your file moves to underwriting sooner.
Bank-level security
Plaid uses the same encryption standards as major financial institutions. Advisors never sees or stores your bank login.
How it works
- 1Choose Plaid when the application asks to verify your accounts.
- 2Pick your bank or credit union from the list. Plaid connects to thousands of them.
- 3Sign in through Plaid’s encrypted window. Your credentials go to Plaid, never to us.
- 4Your balances and income are verified on the spot. That is it.
Your security comes first
- Your login credentials are encrypted and never shared.
- Advisors Mortgage Group cannot see or store your bank username or password.
- You stay in control of what is shared, and you can disconnect at any time.
- Plaid is trusted by millions of people and thousands of financial institutions.
Why Plaid wrote about us.
Read the Advisors story on plaid.com“The refresh capability has been a game changer. Instead of calling borrowers back multiple times, Plaid automatically updates the data.”
Plaid questions, answered.
The things people ask before they connect a bank account, answered straight.
Plaid is optional. Uploading documents yourself works too, and your loan officer can help either way.
Start your application Still have a question? Ask a local advisor01Is Plaid safe to use?
Yes. Plaid uses industry-leading encryption and security practices and is trusted by major banks and financial apps across the country.
02Will Advisors Mortgage Group see my bank login?
No. Your credentials are never visible to us. They are handled by Plaid inside its encrypted connection and protected at all times.
03What information does Plaid access?
Only what is needed to verify your application: account balances, transaction history and income details.
04Do I have to use Plaid?
No. Plaid is optional. It is simply the fastest and easiest way to complete verification. You can upload documents manually instead.
05Which banks are supported?
Plaid connects with thousands of financial institutions, including most major banks and credit unions.
06Will this affect my credit score?
No. Verifying your information through Plaid does not involve a credit inquiry and does not affect your credit score.
07What if I prefer to upload documents?
You can. Lighthouse lets you upload statements and pay stubs from your phone or computer at any point in the application.
Put Lighthouse on your phone.
Free on the App Store and Google Play. Or skip the download and apply on the web: it is the same application, the same loan officer, the same account.
Ready to see what you qualify for?
Talk to a local advisor or start your application online — it only takes a few minutes.