Required Documents
Different programs require varying amounts of documentation. The loan program you select may require more or less documentation. Please contact one of our lenders for a free, no-obligation consultation.
- Copy of most recent two (2) years W-2 statements
- Copy of pay stubs covering the last (30) thirty days
- Copy of most recent monthly bank statements
- Copy of most recent statement 401K, IRA or Mutual Fund Accounts
- Copy of the purchase agreement
- If you are currently renting: either 12 months of canceled rent checks or the name and address of your current landlord
- If divorced: a fully executed divorce decree
- For a refinance: a copy of the note, most recent property tax statement and mortgage statement
- For self-employed borrowers (employed in sales, paid by commission or owns rental real estate): Two (2) years of signed personal tax returns – including all schedules.
- Home owners insurance agent contact information
- If self-employed through a corporation: last two years of corporate returns, as well as a year-to-date profit-and-loss statement and balance sheet
