How To: Scan Documents
📄 How to Scan Mortgage Documents from Your Phone
No scanner at home or at work? No problem. Use one of the free apps below to scan documents directly from your phone and send them as a clean PDF – in minutes.
⚠️ Before You Scan – Get This Right the First Time
Poor scans get rejected by underwriters and cause delays. Follow these rules every time:
📌 Getting this right the first time means no re-submissions and no delays in your loan process.
📱 Choose Your App – Both Are Free
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iPhone Evernote Scannable Free – App Store ⚙️ After installing: go to Settings and select PDF as the file type before your first scan. |
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Android CamScanner Free – Google Play ✓ CamScanner automatically exports as PDF – just scan and send. |
📬 What to Do After Scanning
1
Combine all pages into a single PDF file (both apps do this automatically)
Combine all pages into a single PDF file (both apps do this automatically)
2
Email the PDF directly to your loan officer or processor
Email the PDF directly to your loan officer or processor
3
Don’t have their email address? Send it to info@carlsonstl.com and we will forward it to the right person
Don’t have their email address? Send it to info@carlsonstl.com and we will forward it to the right person
Need Help? We Are Here 7 Days a Week.
Call or text us any time with questions about scanning or submitting your documents.