Required Documents
Before you start your loan pre-qualification process, you’ll need a few documents to get started.
Required Documents for All Loans
30 days worth of paystubs dated within 30 days of your application date.
2 years worth of W2s, 1099s, etc.
2 years worth of tax returns (if self-employed, collecting rental income, or required by loan officer)
Documents reflecting retirement income or benefits being collected (award letters, 1099s, statements, etc.)
2 months worth of bank statements from the account(s) you are seeking use for closing cost/down payment
2 forms of valid government identification
New Mortgages
- Copy of your contract
- Copy of earnest money check
- Proof of earnest money check clearing your account (once available)
Mortgage Refinances & Home Equity Loans
- Most recent mortgage statement (if applicable)
- Deed of Trust(s) on your home(s) (if applicable)
- Current homeowners, windstorm, and/or flood insurance policies for each property owned.
Miscellaneous
- If you own more than one property, please provide the mortgage statement, insurance policies, and/or rental agreements (if applicable)
- If you have student loans in deferment please provide documentation on the terms of your student loan(s).
Miscellaneous Forms
Payoff Request
Appraisal Order Form
Start Your Loan Application
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