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You may be asked to supply your mortgage specialist with a selection of documents listed below (photo copies & per
Applicant/Co-Applicant). For a printable version of this page,
click here.
These items can be faxed to
1-866-766-9799
(write Priority code
#228 on coversheet)
Necessary Documentation - only include items that apply to you (add to
Necessary list depending on your transaction)
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Last 2 Years W-2's from all employers
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Paycheck stubs from last 30 days (must include YTD
totals)
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Social Security Awards Letter or 1009G (pension income)
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Bank Statements on all accounts for the most recent 3 months
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Statements of Other Asset Accounts
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401(k) Statement
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Bankruptcy Discharge and All Schedules
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Complete Copy of filed Divorce Decree,
Palimony, Alimony Papers
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Copies of leases on all rental properties owned
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Mortgage Company or Landlord's name, address, phone number, Acct number
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HUD Settlement Statement from the sale of a previous home
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Letter of explanation regarding any issue that needs to be detailed
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Proof of any paid or disputed credit items
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Copies of State issued Identification Card
and Social Security Card
For Self Employed Borrowers - add:
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Year To Date Profit & Loss
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Last 2 years Tax Returns signed & dated
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Copy of Business License, DBA or Articles of Incorporation
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Length of Operation Letter from CPA
For a purchase
- add:
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Purchase Contract signed by all parties and their counter offers if any
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Insurance Agent's name and phone number
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Statements on all revolving and monthly installments
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Realtor's name and phone number
For a refinance - add:
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Mortgage coupon book or monthly statement (1st and 2nd mortgage)
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Property Tax Statement/Assessor's Bill
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Declaration page of Homeowners Insurance
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Statements on all revolving and monthly installments
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Location of your abstract or most recent title company used
For a
home equity line of credit (HELOC) - Add:
Click here to
get Pre-Qualified Online Free.
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Refinance Info | Home equity loans | Our
company info | Interest Rates | Less
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