Yeatman Cleary Team
Yeatman-Cleary Team

Tyler Yeatman & Jack Cleary, NMLS# 1009572 | 1549160

Address: 1400 Alverser Drive, Midlothian, Virginia 23113
O: 804.858.8300 F: 804.419.8481

Your Local Industry Expert.

At C&F Mortgage, rest assured we are focused on you. C&F was built on the simple truth that when we pay attention to people and the community, we can make a difference. We are here to guide you on your pathway to home financing from start to finish.

Contact us today to learn more about the mortgage process and how we can work together on your journey to home financing.

Tyler Yeatman | Loan Officer NMLS #1009572
tyeatman@cfmortgagecorp.com |  804.761.9495

Jack Cleary | Loan Officer NMLS #1549160
jcleary@cfmortgagecorp.com | 804.306.9484

Customer Reviews

  • Great communication throughout the whole loan process and great to work with.
    5.00
    Richard A.
  • Fast, clear communication. Great at answering any and all questions I had any time.
    5.00
    Kirsten B.
  • Tyler and his team went out of there way to meet the deadline that was set. They were very informative band professional. The transaction went through smoothly with no hiccups.
    5.00
    Jeffrey A.
  • Great service! Highly recommend.
    5.00
    John W.
  • From beginning to end, Tyler and his team made our home refinance process flawless. They were all able answer all of our questions promptly, assist us with the details andRead more
    5.00
    Kathryn C.
  • Tyler is a very honest and helpful banker. His customer service skills are excellent. When I call Tyler I feel like I am speaking to a family advisor. Thank youRead more
    5.00
    John B.
  • Tyler and ken were so helpful and always picked up my calls. They were patient and thoughtful the whole time. Will definitely use them again
    5.00
    Cameron M.
  • Overall experience with Tyler and his team was really great. Right from the beginning, he were very responsive to my questions and helped me purchase my new home.. even theRead more
    5.00
    Steven R.
  • Great group to work with.
    5.00
    Wissam A.
  • Excellent customer service and loan options
    5.00
    Matthew H.
  • .
    5.00
    Tameka M.
  • Great experience, online service , advice and results.
    5.00
    Michael T.
  • Tyler was responsive and quick to help in a very time sensitive situation. Him and his team were excellent and accommodating to all request I had during this process. Would highly recommend!
    5.00
    Adam B.
  • Tyler was terrific at finding the best rate and communicating all of the requirements. He is an industry expert and was able to seamlessly navigate the process and made sureRead more
    5.00
    Ethan A.
  • Tyler is excellent banker and wonderful to work with. No matter what day or time of day he is available for the customer. It's because of Tyler that all aspectsRead more
    5.00
    Randolph G.
  • Tyler is very approachable and highly responsive to questions. He and his team were informative, letting me know when I needed to do something and why, explaining every step ofRead more
    5.00
    Virginia L.
  • Very helpful! Tyler and his team, especially Chris were great!
    5.00
    Andrea G.
  • Tyler is AMAZING - his responsiveness, support, and attention to detail could not have been better. We were buying a second home during the overwhelming boom in sales in theRead more
    5.00
    Elizabeth H.
  • Great service, extremely helpful, knowledgeable and a great person
    5.00
    Carlos M.
  • I was very pleased with the service I received from the C&F mortgage team. I was kept informed each step of the way, and the process was very easy, even during these challenging times.
    5.00
    Nancy L.
  • Tyler and his team provided great support in our journey to buy our dream home. His understanding and guidance through various stages of qualifying for a loan to closing was very professional.
    5.00
    Robert W.
  • Tyler, Jack, and Ken, were awesome to work with during my home buying process. As a first time buyer, I had no idea what I was doing. They walked meRead more
    5.00
    Angela M.
  • Mr. Tyler Yeatman gave me good advices and provided me with good services. He is a trustworthy person to do business with. I recommend highly to any of my friends.
    5.00
    Miyako R.
  • Tyler made our home buying experience comfortable and enjoyable. My wife and I had many times we were freaking out and lost, Tyler brought us back down to earth and walked us through everything. Thanks!
    5.00
    Thomas C.
  • Everytime I spoke with Tyler he was able to give me the answers I needed. I felt comfortable speaking with him. He was alway very respectful and friendly. When IRead more
    5.00
    BENEDICES L.
  • This was the second time we had the pleasure of working with Tyler and C&F Mortgage. Tyler and his staff were very knowledgeable and helpful and were always prompt toRead more
    5.00
    David W.
  • We had a very tight window to have our loan processed, approved and closed. Tyler and his team made it all happen on time and smoothly. We would definitely recommend Tyler to handle your mortgage needs.
    5.00
    Michael P.
  • Tyler and Jack responded very quickly to questions and issues. They also handled any mistakes or problems very quickly. I had a slight closing issue with a wrong amount andRead more
    5.00
    Keith A.
  • Tyler was very friendly, accommodating, and helpful. He pushed our loan through quickly and efficiently. He locked us in with the best possible interest rate. He was wonderful to work with.
    5.00
    Lauren T.
  • Very professional and easy to communicate
    5.00
    Robert G.
  • Tyler is the best man in the business. We’ve worked with him several times and referred him to several others who also have had good experiences
    5.00
    Michael A.
  • Tyler and his team are extremely knowledgeable and willing to go above and beyond to help in any way they can during the loan process. This is my second timeRead more
    5.00
    Emily A.
  • I was able to use the Online resources to upload all the required documents. It was an efficient, and organized experience.
    5.00
    Thomas W.
  • Working with Tyler and Ken was a good experience. The communication was clear and simple and both did an outstanding job in keeping us up to date on the progressRead more
    5.00
    Charles F.
  • The response time with questions was unbelievable. We have now went through his services twice in past 3 years and was well worth paying the closing costs twice. Due toRead more
    5.00
    James C.
  • The online application process was easy and uploading documents to complete the loan process was a breeze. They are there to help you through the loan process and they willRead more
    5.00
    Kelly A.
  • Great experience
    5.00
    Joshua T.
  • People responding/communicating promptly. Very efficient!
    5.00
    Marvin T.
  • Quick to answer any and all questions and got my loan closed on time. Great experience!
    5.00
    Conner B.
  • The C&F Mortgage team were friendly, organized, accommodating, and not overly aggressive or pushy. They did not deliver advice that merely suited their monetary benefit but looked out for theRead more
    5.00
    Wendy J.
  • Tyler was very responsive and so helpful in guiding us through the entire lending process. He recommended products that fit our needs, constantly crunched numbers to help us better understandRead more
    5.00
    Atitaya C.
  • Great communication. Jack and Chris were there every step of the way to answer any questions and explain each process. We enjoyed our experience with C&F and are excited about our new home.
    5.00
    John B.
  • Thanks Guys
    5.00
    Kevin J.
  • It was an absolute pleasure working with Tyler and Jack. Efficient, and excellent communication from beginning to end. My husband and I have used their services for many years andRead more
    5.00
    Leilani C.
  • Very responsive and helpful throughout the process!
    5.00
    Allison F.
  • Both Tyler Yeatman and Ken Hatch couldn't have been more helpful. From start to finish, they exceeded my expectations. C & F Mortgage has earned my business and trust forRead more
    5.00
    SHARON L.
  • Tyler and Jack did a great job guiding us through the home loan process. They made themselves available for any questions that we had.
    5.00
    Sean M.
  • High quality, professional, friendly support throughout the process.
    5.00
    Kristi W H.
  • Easy process
    5.00
    Conner B.
  • Tyler was pleasant to work with, knowledgeable and professional and patient with my questions.
    5.00
    Bruce P.
  • Tyler Yeatman and his team provided superior support and assistance throughout the process.
    5.00
    Anne B.
  • communication was excellent ! kept me informed at all times
    5.00
    Paula H.
  • Tyler and jack were very professional and always answered any questions I had for anything. This is the second time I’m used Tyler for buying a home and I don’tRead more
    5.00
    Douglas R B.
  • It was a simple easy process this go round. They always kept me in the loop about what I needed to do. Very pleased with the service.
    5.00
    MELISSA POUX C.
  • Clear communication and great customer service.
    5.00
    Tammy E S.
  • Tyler and his team were very polite and helpful and made it possible for me to finally achieve my goal of owning my own home
    5.00
    Rusty Lee W.
  • Excellent line of communication, knowledge, and professionalism.
    5.00
    Gwendolyn Chapman H.
  • Tyler and Jack were extremely helpful and nice. I felt that both were readily available for any questions that we had. I would definitely recommend using the Yeatman-Cleary team.
    5.00
    Taylor Hinson D.
  • They were very helpful and very knowledgeable about the process. They made a difficult time a little easier. Very easy to deal with and very prompt to respond to questions.
    5.00
    Abbie Dayton K.
  • Knowledgeable team and a smooth process!
    5.00
    Stacie J W.
  • Superior customer service, professionalism, friendliness, and caring! Great teamwork!
    5.00
    Sara P. P.
  • Greatly appreciated the communication and quick response to any questions or concerns we had.
    5.00
    Mary Virginia Evelyn G.
  • Knowledgeable, efficient, and accommodating staff that walked us through the process with ease. Smooth transaction!
    5.00
    Paula B.
  • The financing team was quick to respond and answered all if my questions?in?a timely manner.
    5.00
    Frances A W.
  • The whole process was very easy, everyone who was involved was very active and prompt. As a first time home buyer everyone took the time to explain what was going on and what needed to happen.
    5.00
    Cole Steven R.
  • The team was very clear on what was needed. If there was any confusion, both parties took responsibility for it and acted quickly to resolve. Jack was always available toRead more
    5.00
    Niharika P.
  • Great communication navigating the options best for our family. Highly recommend - and hope to use again when the opportunity comes.
    5.00
    Thaddeaus Wesley P.
  • Everyone was patient with me purchasing my first home. And it wasn’t as stressful as I thought it would be. It was a great team that I work with!
    5.00
    David S.
  • Tyler and Jack were prompt in their follow up, knowledgeable in the process, and personable.
    5.00
    Brian H.
  • Tyler, Jack and Ken at C&F Mortgage was SO great to work with! They explained our home buying process every step of the way and were always there to answerRead more
    5.00
    Austin Blake S.
  • Tyler and Jack have been so quick to answer any questions and gave me all the information that I needed during and after my process. I’m happy I found them and had them to work with!
    5.00
    Ashleigh Leanne K.
  • Clear communication, fast response time and processing time, easy to use app. Excellent customer service throughout.
    5.00
    Kirk B E.
  • Helpful, knowledgeable a easy communication
    5.00
    Stefani Claire B.
  • I bought a house through CapCenter in Richmond in 2020. Your CF team was much more professional and prompt than all of my interactions with the CapCenter team. A+, deserve a pay bonus.
    5.00
    Gregory D.
  • Everyone at C&F mortgage was super helpful from start to finish! They helped me out tremendously as a first time home buyer - the process was overall very quick and easy.
    5.00
    Alexis Nichole C.
  • Tyler was always available and responded to calls and emails quickly.
    5.00
    Cheryl Bryant P.
  • Great communication and hard work to help accommodate our quick close!
    5.00
    Navadda Slade W.
  • As a new homebuyer everything was explained well and they helped make the process seamless. Thank you.
    5.00
    Sarah Brack R.
  • I feel like they went above and beyond to ensure we had everything we needed to get our loan approved.
    5.00
    Aaron P.
  • East to talk to, if I had any questions they would be answered right then and there, and just made everything east for me
    5.00
    Aldus Jeffrey F.
  • So thankful for their kind communication, check ins, and asking if we needed anything else! Incredibly thorough and thoughtful! Thank you for going above and beyond!
    5.00
    Kaitlyn S.
  • We cannot say enough about how responsive the team is! They are knowledgeable and answered our questions in a way we could understand. Everyone was so nice and made usRead more
    5.00
    Joseph C P.
  • You all were able to help me accomplish a great milestone in my life an fulfill a dream! I am very Happy. Ps if you need me for a commercial, story or advertisement I'm willing to tell my story
    5.00
    Jami Lynn S.
  • They made it really simple to go through the whole process.
    5.00
    Kyle Wayne N.
  • Tyler always answered any question I had and was available anytime during the week or weekend
    5.00
    Kyle Hunter J.
  • communication throughout the entire process, easy to submit forms online, all questions answered in timely fashion
    5.00
    Mary K J.
  • Jack was amazing. So helpful. From the start he made it easy. He was super nice and so informative.
    5.00
    Tera Smith H.
  • I was very pleased with the timelines and level of communication from Tyler, Jack and the team.
    5.00
    Michael Jerome H.
  • thx for all the help
    5.00
    James F L.
  • Tyler and Laurie - great attention to customer svc!!
    5.00
    Laura Paige T.
  • As first time home buyers your team made us feel so secure going through this new process. You communicated well not only with us but with each other. You workedRead more
    5.00
    Gillian F.
  • You mostly dealt with my husband, but I know every question he had was answered timely and possibly even after hours. The entire process couldn’t have been more smooth for us and we are incredibly appreciative for that.
    5.00
    Allison M.
  • Always able to answer questions and concerns open-minded and very easy to talk to
    5.00
    Jeremy P.
  • Tyler and Jack made me feel at ease with all of my questions and made the overall experience very easy!
    5.00
    Melanie Blake H.
  • I had a great experience working with Jack and Laurie throughout my process of searching and closing on my home! As a first time homebuyer I had lots of questionsRead more
    5.00
    Tracy T.
  • The team was fantastic, thank you so much!
    5.00
    Holly K.
  • Great experience!
    5.00
    Matthew N.
  • Goo
    5.00
    Helen R.
  • Jack was very helpful
    5.00
    Amanda B.
  • Very good experience
    5.00
    Mallory H.
  • Seamless and professional
    5.00
    Thurston B.
  • Very good.
    5.00
    Gabriel S.
  • Tyler and Jack are the dynamic duo!!! After having to switch lenders in the middle of the home buying process these guys went above and beyond and closed us beforeRead more
    5.00
    Robyn A.
  • Very professional, great communication throughout the process and enjoying our new home. Thank you for all of your help!
    5.00
    John B.
  • Very professional, great communication throughout the process and enjoying our new home. Thank you for all of your help!
    5.00
    John B.
  • Jack Cleary was beyond awesome! He was attentive, helpful, and fully explained everything to us in a way we could understand. We are first time home buyers so that meantRead more
    5.00
    Eric K.
  • They were wonderful.
    5.00
    Mary M.
  • Tyler was great! Always available, patient and responsive. We ran into a little trouble at closing with the cost of insurance which had already been paid was included. The titleRead more
    5.00
    Elizabeth S.
  • Knowledgable, instructive, efficient and courteous. The process was seamless and professional. Kind regards!
    5.00
    Carol M.
  • The ‘teams’ (real estate professionals, mortgage professionals and the buyers) meshed beautifully and knew of the short closing date desired. It all worked. Best part was the constant communications fromRead more
    5.00
    Darryl F.
  • Wonderful
    5.00
    Robert B.
  • Wonderful
    5.00
    Robert B.
  • Easy Peasy! Second mortgage experience with Tyler and he is great!
    5.00
    Kristina P.
  • Very responsive. Worked to get this through quickly and worked with me when I hit a snag for termite inspection. Quickly resolved the issue working with Tyler and the C&F Team and closed in a timely manner.
    4.83
    William R.
  • Tyler was very professional, and ensured he locked us in at the lowest rate possible. He answered all of my questions and responded immediately. He provided excellent customer service.
    4.83
    Sabrina L.
  • Seamless experience
    4.83
    Ronald L.
  • Jack Cleary and Chris Geoghegan was awesome. Once the information was given to them they hit the floor running. Chris explain everything that was on the document to my husbandRead more
    4.83
    Cynthia D.
  • The mortgage process is complicated but they made it so much smoother by answering every question quickly and made us feel like we were their only clients at that time. (Even though we know that’s not true)
    4.83
    Chelsen M.
  • The experience was a smooth and painless one. I could see that I was being helped by experts and appreciate their willingness to help
    4.83
    Trevor L.
  • All our questions were answered in a timely fashion! It was great!
    4.83
    Sarah L.
  • So easy to work with - made the process simple!
    4.83
    Susan W.
  • Great Customer service means everything. I appreciate the patience offered. As my husband does not like text messages emails or the computer for that fact however everyone was patient and waited for me to respond.☺️
    4.83
    Kimberley Lynne H.
  • great communication and service. They listened to our needs and matched us to a loan that was the best product for us.
    4.83
    Carl E P.
  • helpful and patient to work through a low percentage situation that was necessary to address
    4.67
    Spott Charles K.
  • As a first time home buyer, the Yeatman-Cleary team made it a smooth process and was always available to answer my questions.
    4.66
    Katherine Elizabeth M.
  • Responsiveness to my questions and need for clarifications. Kept things moving forward from start to finish.
    4.66
    Helen M O.
  • Helpful attitude and guidance through the process
    4.50
    James P.
  • Always available. Answered all calls and returned missed calls. Made me feel at ease.
    4.33
    Venesia D.
  • I could call Tyler any time and talk to him .
    4.33
    James R.
  • Chris made it great. He was attentive, responsive, and extremely helpful. I was very pleased that my refinance was turned over to him to manage as there were some hiccups earlier on in the process.
    4.17
    Christina Lynn P.
  • The best part of the experience was the level of automation that was utilized by the company, I was able to do my tasks and get them done, without relyingRead more
    4.16
    Abeer S.
  • Very organized and clear step by step support from Tyler and his team.
    4.00
    Lisa D.
  • Tyler was great! Always available, patient and responsive. We ran into a little trouble at closing with the cost of insurance which had already been paid was included. The titleRead more
    4.00
    Elizabeth S.

Why C&F Mortgage?

Local Industry Expert

We’ve built our reputation as a trusted lender since 1995 by supporting 100,000+ families, closing $21+ billion in loans and earning a 98% customer satisfaction rating.

Innovative Financing Solutions

We provide the best financing options to meet your specific goals. We are equipped with the right loan solutions and years of industry expertise to enable us to exceed your expectations.

Focused on You In-Person or Online

Complete your mortgage application digitally via C&F Express or contact us directly — we are here to provide you with our undivided attention.

First-Time Buyer Specialist

Nearly half of our borrowers are buying for the first time. We are committed to helping everyone navigate the homebuying journey.

C&F University

C&F Mortgage is focused on helping all homebuyers navigate the home financing journey with ease. We’ve built robust tools and resources to allow you to expand your mortgage knowledge and build home-buying confidence.

Helpful Articles

Let’s get your home financing journey started.

Ready to get started?  

Apply Now

Have questions or need support?

How do I download the mobile app?

When your loan officer sends you the link to apply for a loan or you click on the apply now link, this is the process to start your loan and how you download the mobile app.

DownloadingApp1

Enter your email address and create a password.

DownloadingApp2

Click on the link in the email you receive to download the app.

DownloadingApp3

Open the app in app store to download. Download the app.

DownloadingApp4

After downloading the mobile app for the first time, getting signed into the app will require a small setup process. After opening up the app, the home screen will display two options: ‘Get Started’ and ‘Sign In.’ Using the ‘Sign In’ button will be used once your username and password has been setup. For first time users, we will want to select the ‘Get Started’ button to create your account profile.

DownloadingApp6

After selecting ‘Get Started’ you will be taken to a screen to enter the email address you would like to use for your account profile. Be sure to check the spelling is correct and then tap on the ‘Connect’ button to proceed. If the email listed is not listed in our system, you will then be asked to provide additional information, such as your name and phone number so that we can save that data for your loan officer’s use.

DownloadingApp7

If the email address provided already is recognized in our system, rather than require more information, you will be taken to a page where we will send out a verification code to the email address. The verification code can be sent either by email or text. Select the ‘Send Code’ button to get that code issued out.

DownloadingApp8

After the account profile has been created and the password set, you will be directed back to the home screen. Tap on the ‘Sign In’ button to proceed with logging into your app.

DownloadingApp9

Enter the email address and password in the fields provided, then tap on the ‘Sign In’ button below, which is the login credentials are correct, will take you to the home or ‘Info’ tab of the mobile app where you can then begin to use the app as needed.

What documents do I need to apply?

To provide you with an accurate pre-qualification and process your loan application, we will ask you for a variety of documentation. Please note different programs require varying documentation.

At a bare minimum to complete your initial loan application, you will need the following:

  • 30 days paystubs
  • 2 months bank statements
  • Government issued ID
  • 2 years W-2s

In addition to the list above, if you meet any of the scenarios below we will request additional documentation:

Divorced or Separated:

  • Divorce Decree and/or
  • Separation Agreement

Self-employed:

  • 2 years tax personal tax returns
  • Based on type of self-employment, **may need business tax returns

Social Security Income:

  • 2 years 1099
  • Awards Letter

Receiving a Monetary Gift:

  • Gift Letter
  • Based on Financing type, Gift Documentation will be different

Fully Ratified Sales Contract (Purchase only) once offer is accepted:

  • Fully Ratified Sales Contract

Veteran / VA Loan:

  • DD-214 and/or
  • Statement of Service
How do I provide my bank statements?

As a part of the loan application process, we need the last 2 months of your bank statements for your loan application. There are three ways to upload your bank statements:

  • Automatically syncing your financial institution(s) within the app (ideal scenario)
  • Digital e-statement from your financial institution(s) online banking platform
  • Scanned printed statements from your financial institution(s)

Syncing within the App

When the question comes up to verify your assets, click on the “Automatic Check” option to continue.

After clicking the Automatic Check button, you will be able to select and/or search your financial institution where your checking, savings, investment and/or retirement accounts are held.

As you type, the search engine will produce a list of close matches. 

 

Once the login page is displayed, enter your online banking credentials to sign in. Because your security is our highest priority, your login credentials are never visible to anyone and are encrypted to ensure confidentiality.

Once AccountChek is authorized to connect to your financial institution, you will be taken to the Review and Submit page. You can click +Add Another Financial Institution to add more accounts while we finish gathering account data.

Once you have added all accounts needed to qualify for your loan, please select which accounts you would like to share by checking the checkbox to the right of each account. Once all desired accounts are Linked, click Finish & Share to complete the process! Your lender will notify you if you need to log back in and provide further information.

If you could not connect your financial institution within our automatic portal, you can provide them manually to us in the following ways:

  • Digital e-statement from your financial institution(s) online banking platform
  • Scanned printed statements from your financial institution(s)

Note: We need the actual bank statement with all pages listed, even if the last page is blank. We cannot use screenshots. We need a statement for each bank account you have.

Uploading Digital E-statement

Login to your financial institution’s online platform (preferably on your desktop)

Typically, there should be a section under your account that says “Documents” or “Statements.” Below are two examples of how it might look:

On this page, you should be able to select the statements you would like to download by either a download icon (arrow pointing down) or selecting the check box next to the two months of statements you would like to download. An example of how it might look:

When you click the download button, you will need to save these as a PDF to your computer. To save, you can do so by clicking “Save As” on the initial download or if they open on your computer you can click “File” and then “Save As.” Or, you can click the “Print” icon or “File” and then “Print” then you could change the Printer to “Save to PDF.” Example below:

Finally, login to your Simple Nexus application and upload these documents directly within your portal. Go to the “Documents” tab and upload the PDF.

Scanning Printed Statements:
To scan printed statements, please view the how-to guide below that says “How do I scan documents within the mobile app?”

How do I provide my income documentation?

As the loan application is being filled out, we need 30 days of pay stubs for your loan application.  There are three ways to upload your income documentation:

  • Automatically syncing your payroll provider within the app (ideal scenario)
  • Digital pay stub PDF from your payroll provider
  • Scanned printed pay stub

Syncing within the App

You can connect automatically within our app, or you can opt to manually enter the information.

By selecting “Automatic Check” a screen will then load where you will be presented with a search menu. You can search for your employer.

As you type, the search engine will produce a list of close matches. 

Click on your employer’s name and click Continue.

Next you will be asked to select your Payroll Provider. Click on the provider name. After reviewing permissions, click Continue to pull up the login page

Once the login page is displayed, enter your payroll provider credentials to sign in. Because your security is our highest priority, your login credentials are never visible to anyone and are encrypted to ensure confidentiality. If you do not know your login credentials, use the “reset now” link below the submit button.

If you could not connect your payroll platform within our automatic portal, you can provide the following documentation manually to us:

  • Digital pay stub PDF from your payroll provider
  • Scanned printed pay stub

Note: We need a full 30 days of pay stubs, so if the last two payroll cycles are less than 30 days, please pull an additional pay stub. We need the actual PDF download, we cannot use screenshots.

Uploading Digital Pay stub PDF

Login to your payroll provider offered by your employer, such as ADP or UKG
Find your pay statement, typically under “Pay” and “Pay History.” Pay History will allow you to capture more than one pay stub, as we need 30 days. An example of how it might look:

You should either be able to select multiple pay statements and click the download icon (arrow pointing down). Or, click into each individually and click the download icon. An example of how it might look:

When you click the download button, you will need to save these as a PDF to your computer. To save, you can do so by clicking “Save As” on the initial download or if they open on your computer you can click “File” and then “Save As.” Or, you can click the “Print” icon or “File” and then “Print” then you could change the Printer to “Save to PDF.” Example below:

Finally, login to your Simple Nexus application and upload these documents directly within your portal. Go to the “Documents” tab and upload the PDF.

 

Scanning Printed Pay stub:

To scan printed pay stubs, please view the how-to guide below that says “How do I scan documents within the mobile app?”

 

How do I scan documents within the mobile app?

Uploading required documentation for your mortgage application is necessary to ensure your loan can move forward. This process can be done in one of two ways:

  1. From the web dashboard
  2. From the mobile app

Both options are perfectly fine, but they have unique aspects to it worth mentioning. Uploading a document from a mobile device has you create the document file as you go through the process using our mobile scanner feature, whereas the Web Dashboard will require the documents already be scanned in and saved to the computer being used.

Using the Mobile App, uploading documents starts by selecting the ‘Add Document’ as shown below.

add document

From Add Document, select the option that is needed to make sure you get the document uploaded.

  • Take a Picture – Start the process of getting the document(s) to your
  • Send a File – Select a file on your phone if the document is already on the
  • Drafts & Sent – Resume sending a document that you’ve already started the process with

As we are starting the process, select the ‘Take Picture’ option. (nothing will be saved to your phone)

take picture

First you will need to name the document you are uploading. There is a list of options already you can select if you find the document name that you are uploading. If you don’t see the title of the document you are uploading, you are able to name it whatever you would like. Once the document name is intact, select ‘OK’ to continue.

click ok

A scan mode option will then be displayed. Most cases, ‘Recommended setting’ works just fine for all documents, but for color documents, such as licenses and IDs, we have a ‘Requested in Color’ option for that. Choose the scan type and click ‘OK.’

scan mode

A set of scanning instructions will be shown giving the user tips on how to properly scan the document. Your camera will then turn on letting you take the photo of the document. When you have the document fully lined up properly, select the middle button on the bottom option to take the scan.

scan crop

Once the scan is taken, there will be a cropping tool that will let you make any adjustments needed. Once the adjustments are made, select the ‘Crop’ option to continue. If you need to take a scan of the document again though, you are able to click ‘Back’ to retake the scan of the document.

scan crop back

Next will be a contrast adjustment filter to make sure the document is clearly legible. Once you can read it clearly, select ‘Done’ to finalize these edits.

adjust contrast

After completing the edits to the scan, there will be a review page where you give a final approval on the document. If the document looks great, you can click ‘Send’ to upload the document to your account profile. If the document has more than one page, you can instead click the ‘Add Page’ option to scan the next page, where you can repeat this process until you have the full document ready to upload.

send

Once you are done, select the ‘Send Securely’ button to upload the document. You will get a confirmation once the document has upload successfully, and you can then close out of the app, or you can instead just click the ‘OK’ button that would appear to go back to the home page of your app.

send securely

Final notes: Scanning your documents in via the app is secure. Also, the scanned documents are not saved on your phone like they would be if you take a picture and send them in via email.

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