PG Strategic — Document Checklist

Document Checklist

Select your loan type to see exactly what you need to prepare. Check off items as you gather them, then submit when you're ready.

All loan types require a completed Intake Application. Select your loan type below to see exactly what documents you'll need — then submit everything together when you're ready.
Step 1 — Who are you?

Select your role

Step 2 — Loan Category
Step 3 — Loan Type

Select a loan type

0 of 0 items checked

Ready to submit?

Once you've gathered everything above, complete your Intake Application and upload your documents directly through the form. Everything goes in one place — no email attachments, no back and forth.

Complete Intake Application & Upload Documents →

Brokers & ISAs: Use your designated submission link to submit this file package on behalf of your client. If you need your link, contact us directly.