Required Documents

Quick & Easy Pre-Approval
Refinance Rate Checker
Today's Mortgage Rates

Providing fast and efficient service requires having the necessary documents.  Please take a moment to review the following items.  Providing these documents to your home loan professional in a timely manner will allow our team to better serve you and your family.


• Past two (2) years W-2 statements

• Pay stubs covering the last (30) thirty days

• Two most recent monthly bank statements - ALL PAGES

• Most recent quarterly statement of 401K, IRA, or mutual fund accounts

• Copy of the purchase contract (if available)

• If you are currently renting… either 12 months canceled rent checks or the name, address and phone number of your current landlord

• If divorced… a fully executed divorce decree and separation agreement

• For a refinance... a copy of the deed, declaration page(s) of homeowners insurance, and most recent tax bill

• A letter of explanation for any known credit issues

• Two (2) years signed personal tax returns - including all schedules

• If self-employed, last two years corporate returns


Different programs require varying amounts of documentation.

The loan program you select may require more or less documentation.