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KATHLEEN MEREDITHRealtor & Assoc. Mortgage

Client Help Center

New to your mortgage portal? Here's a quick guide to getting started — logging in, uploading documents, and tracking your mortgage from start to keys.

1

How to Log In to Your Dashboard

Your mortgage portal uses a secure access code — no password to remember. Here's how to get in:

  1. 1.Go to the My Mortgage Portal page.
  2. 2.Enter the email address you gave Kathleen when your file was set up.
  3. 3.Type the access code Kathleen emailed you, then click Access My Portal.
Don't have a code yet? Kathleen sends one to you once your mortgage file has been opened. If you've misplaced it, just reach out and she'll send a fresh one.
2

How to Upload Documents

Once you're inside the portal, you can securely send Kathleen the documents she needs for your file:

  1. 1.Scroll to the Documents section of your portal.
  2. 2.Click the Upload Document button and choose the file from your computer or phone.
  3. 3.Your file is sent securely and Kathleen is notified to review it. You'll see each document's status (pending, approved, or needs attention) right in the portal.
Accepted formats include PDF, JPG, and PNG. Larger files may take a few moments to upload — keep the page open until you see the document appear in your list.
3

How to Track Your Mortgage Status

Your portal shows exactly where you are in the mortgage process, so you always know what's happening and what's next:

  • The Step Timeline lists every stage of your mortgage — from privacy consent all the way to closing day. Each step shows its current status: Not Started, In Progress, Waiting on You, or Completed.
  • Steps marked Waiting on Client mean Kathleen needs something from you — usually a document or a signature. These are your priority items.
  • Check back any time — your portal updates automatically as Kathleen moves your file forward, so you'll always see the latest progress without needing to call or email.

Ready to check on your file?