Documents Request

The following information is required during the loan process: 

• Copy of your Drivers License(s)
• Copy of your Social Security card(s)
• 30-45 days of Current pay stubs 
• Federal income tax returns for the past two years (all pages & all schedules)
• W2(s) / 1099(s) / K1(s) for the past two years
• Bank statements for the past two months (all pages)
• Investment account statements for the past two months (all pages, if applicable)
• Retirement account statements for the past two months (all pages, if applicable)
• Pension benefits letter(s) (if applicable) 
• Social Security award letter(s) (if applicable) 
• Executed Purchase Contract with buyer(s) & seller(s) signature(s) (when available)
• Copy of Earnest Money check
• Credit card information to order credit report & appraisal 

If you currently Own Real Estate: 

• Mortgage account statement(s)
• Homeowners insurance declaration page(s) or Agents contact information
• Home Owners Association statement(s) (if applicable) 
• Home Equity Line Of Credit account statement(s) (if applicable)