Documents & Media

A resource for policy documents, guides, forms, media resources, and more. We are always in the process of expanding the resources here.

Equity Atlas / Certifications

100% Certified Employee Owned

Equity Atlas is the first finance company to be certified 100% employee owned. CertifiedEO is a third-party certification company specializing in creating a measurable verification for businesses claiming to be owned by their employees.

Additional information on Equity Atlas third-party certifications.

Equity Atlas / Guides

Pre-Approval Checklist

Taking the first steps for Pre-Approval requires that you fill out a form with some of your financial information. This checklist guide PDF helps you keep track of what you need and allows you to check off what you have already collected.

Equity Atlas Office Parking Map

Once you get to the Beaverton Round, you might need some tips about parking and finding the office. This document will help.

We know the home buying process can be hard to manage. For this reason we have created the following guides and checklists to help simplify the "What do we need for this step?" and "What happens next?" phenomena.

Equity Atlas / Loan Forms

Electronic Consent Form

This form requests authorization for Equity Atlas to send borrowers information about their loan eligibility and status quickly and easily over the internet.

We are reinventing and improving many of the forms required for buying a home. With so many documents to organize and track, a large part of streamlining the process is offering clear and concise versions of these forms.