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DOCUMENT CHECKLISTS

New Purchase

  • Drivers License (Copy)
  • New Purchase Contract
  • W2 Forms for 2017 & 2018
  • 1099 Forms for 2017 & 2018
    (Self -Employed)
  • Pay Stubs (2 Most recent)
  • Tax Returns for 2017 & 2018
    (Please include all Schedules)
  • Bank Statements from all Accounts
    (previous 2 Months and Please include; checking, savings, retirement, money market, 401K, IRA's, Etc.)
  • Signed Borrowers Authorization
    (We will provide to You!)

Refinance

  • Drivers License (Copy)
  • Most Recent Mortgage Statement
    (All Properties)
  • Home Owners Insurance Policy
    (1st Page | Dec Page)
  • Property Tax Bill (All Properties)
  • W2 Forms for 2017 & 2018
  • 1099 Forms for 2017 & 2018
    (Self -Employed)
  • Pay Stubs (2 Most recent)
  • Tax Returns for 2017 & 2018
    (Please include all Schedules)
  • Bank Statements from all Accounts
    (previous 2 Months and Please include; checking, savings, retirement, money market, 401K, IRA's, Etc.)
  • Signed Borrowers Authorization
    (We will provide to You!)