Make a Beeline

What you need to apply.What you need to
apply.

For the smoothest, fastest ride, here’s what you need…

For the smoothest, fastest application, here’s what you need...

The fastest way to apply is by linking directly to your bank, pay and tax info by logging in to your providers during the application. All information is encrypted end-to-end and none of your credentials are stored or accessible to anyone.

Or, if you don’t have login information handy, upload the PDFs and it will only take a few extra minutes.

If you need to break it up into a few sessions, that’s fine too. Your application progress is saved.

For the smoothest, fastest application, here’s what you need...

The fastest way to apply is by linking directly to your bank, pay and tax info by logging in to your providers during the application. All information is encrypted end-to-end and none of your credentials are stored or accessible to anyone.

Or, if you don’t have login information handy, upload the PDFs and it will only take a few extra minutes.

If you need to break it up into a few sessions, that’s fine too. Your application progress is saved.

Step 1

Nothing to do yet.

Step 2

Login details for

  • Bank, savings or checking accounts.
  • Investments accounts like stocks, CDs (Certificates of Deposit), money market or annuities.
  • Retirement plans like 401k, IRA or mutual funds.

Or these PDFs

  • Banking, savings and checking accounts. Your two most recent statements (all pages).
  • Investment accounts such as stocks, CDs (Certificates of Deposit), money market or annuities. Your most recent quarterly statement (all pages)
  • Retirement plans such as 401k, IRA or mutual funds. Your most recent quarterly statement (all pages)

Step 3

Login details for

  • Your payroll processor (eg. ADP)
  • Your tax agent (eg. TurboTax, H&R Block).
    As a fallback, you can instantly retrieve your tax docs by linking to the IRS online.

Or these PDFs

If you’re employed:

  • 1 month of your most recent pay stubs (2 if you are paid biweekly and 4 if paid weekly).
  • Most recent 2 years W-2s.
  • Most recent 2 years complete federal tax returns.

Or these PDF's

If you’re self-employed:

  • Most recent 2 years complete federal personal returns.
  • Most recent 2 years complete federal business returns if you have 25% or greater ownership in a Corporation or LLC.
  • Most recent 2 years K-1 for any corporation or LLC you have any ownership in.

Step 4

Provide your SSN (Social Security Number)

Step 5

Nothing again.

Then say hello to your Purchase-Ready or Refi-Ready Approval.

Sound good?