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Required Documents

  • Pay Stubs covering the last (30) thirty days
  • Two most recent monthly bank statements
  • Most recent transaction summary of 401K, IRA, or Mutual Fund Accounts (Optional)
  • For Purchases Copy of the purchase and sale agreement
  • For a refinance copy of current mortgage statement and copy of homeowners insurance declaration page
  • If you are currently renting, landlord name, address and phone number
  • Two years of complete federal tax returns with W-2's
  • Self employed or commissioned applicants may require additional documentation to verify income

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.