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Required Documents

  • Drivers license or valid passport photo
  • Past two (2) years W-2 statements for all jobs
  • Pay Stubs covering the last (30) thirty days
  • Two most recent consecuitve months statements for checking,savings, retirement and stock accounts. Please send all pages of the statements even if they are blank
  • Copy of the purchase and sale agreement with all amedments and exhibits
  • If divorced…a fully executed divorce decree and final judgment 
  • For a refinance...a copy of the most recent mortgage statement
  • Two (2) years signed personal tax returns - including all schedules
  • If self-employed through a corporation, last two years corporate returns as well as a year-to-date profit and loss statement and balance sheet

Different programs require varying amounts of documentation. The loan program you select may require more or less documentation. Please contact us for a free, no-obligation consultation.