How to access my Rocket Mortgage documents?

This article provides a detailed step-by-step guide on how to access your Rocket Mortgage documents online. Whether you're looking for your loan details, payment information, or tax documents, we cover everything you need to know to easily retrieve your documents.

Introduction to Rocket Mortgage Documents

Rocket Mortgage is an online mortgage lender that provides a convenient way to manage your mortgage and related documents. As a customer, you'll need to access various documents related to your mortgage for review, payment, and future reference. This article will help you navigate through the process of accessing these documents easily.

Creating Your Rocket Mortgage Account

Before you can access your documents, you need to have an account setup with Rocket Mortgage. If you have not created an account yet, follow these steps: 1. Visit the Rocket Mortgage website. 2. Click on the 'Sign In' button located on the top right corner of the homepage. 3. Choose the option to create a new account. 4. Fill in the required information, including your email address, and create a password. 5. Verify your email by following the link sent to your inbox. 6. Once verified, log in using your credentials.

Logging into Your Rocket Mortgage Account

Follow these steps to log into your account: 1. Navigate to the Rocket Mortgage homepage. 2. Click on 'Sign In'. 3. Enter your registered email address and password. 4. Click 'Log In'. If your credentials are correct, you will be taken to your account dashboard.

Navigating to Your Documents

Once you are logged into your Rocket Mortgage account, you can access your documents by following these steps: 1. From your dashboard, look for a section labeled 'Documents' or 'Documents and Notes'. 2. Click on it to see a list of available documents. 3. You can filter or sort the documents based on categories such as loan details, tax documents, and payment history. 4. Select the document you wish to view or download.

Types of Documents Available

Rocket Mortgage provides various documents that you might need, including: - Loan Agreement: Your initial loan agreement outlining the terms and conditions. - Payment History: Detailed record of all your payments made to date. - Tax Documents: Various forms required for tax purposes, such as 1098s. - Closing Documents: Documents provided at closing that detail your loan information. - Monthly Statements: Monthly breakdowns of your payment and remaining balance.

Downloading Your Documents

To download any document, follow these steps: 1. Access the desired document as mentioned in the previous section. 2. Look for a 'Download' button or icon, typically represented by a downward arrow. 3. Click on the button, and your document will be downloaded in PDF format to your computer or device. 4. Make sure to save the document in a secure location for easy access later.

Accessing Documents via the Mobile App

Rocket Mortgage also has a mobile app that allows you to access your documents on the go. To use the app: 1. Download the Rocket Mortgage app from the Apple App Store or Google Play Store. 2. Sign in using your existing Rocket Mortgage account credentials. 3. Tap on the 'Documents' section to view and manage your documents directly from your mobile device. 4. You can also download or share documents directly through the app.

What to Do If You Cannot Access Your Documents

If you're having trouble accessing your documents, consider the following troubleshooting steps: 1. Ensure that you are entering the correct email and password. 2. If you forgot your password, use the ‘Forgot Password?’ link to reset it. 3. Check if there are any system maintenance announcements on the website. 4. If issues persist, contact Rocket Mortgage customer support for assistance.

Conclusion

Accessing your Rocket Mortgage documents is a straightforward process that can be done online or through the mobile app. By following the steps outlined in this article, you can easily retrieve important documents related to your mortgage, which can help you keep track of your financial responsibility. If you ever face issues accessing your documents, remember that customer support is readily available to assist you.