We’re here to help you with the initial application- and with every other step in the process. If you have questions as you begin to gather the items listed below; give one of us a call we’re here to help!
Pay stubs covering the most recent 30-day period
If you are starting a new job, we will need a copy of the offer letter to confirm compensation.
W2s for the last two years
All pages of personal federal income tax returns for the last two years
Last two months’ statements for all asset accounts including checking, savings, money market, mutual funds, IRAs, 401Ks, stocks, bonds, etc.; please note we need all pages of your statements.
Copy of driver’s license; please email or mail, do not fax
Addresses of all real estate owned
K1’s, if applicable
Court decrees regarding bankruptcy, divorce or judgment satisfactions
Mortgage statements for all investment and second home properties
Copy of most current mortgage statement, copy of original mortgage note and settlement statement from your first mortgage, second mortgage and/or home equity line of credit (HELOC).
For your new home: Copy of the executed purchase agreement and MLS listing
For the home you are selling: Copy of the purchase agreement and estimated proceeds, if applicable.
Corporate federal tax returns for the last two years (Owning 25% or more)
Year-to-date profit and loss and balance sheet statements
DD214 and Original Certificate of Eligibility
HOW CAN WE HELP YOU?First-time HomeownerSecond-HomeInvestment Property RefinanceI DON'T KNOW, HELP!Other