Mortgage Documents

What do you need to apply for a loan?

Before receiving the requested documents we may ask you to provide us with Information that will help us to evaluate your potential application for a mortgage loan.

1- Pay stubs covering most recent 30 days

2- Last 2 year of W-2 and/or 1099 (all income)

3- Last 2 years of 1040 Tax Returns – all schedules

4- Last 2 years of Business Tax Return-all schedules (if filed)

5- Last 2 months of bank statements (Savings, Checking and/or Investment)

6- Last 2 Months of 401K Stamens (if apply)

7- Driver License, US Passport or Residence Card

8- Copy of Social Security Card

All documents should be in PDF format.
 

Additional Documents

If you are refinancing

Most recent mortgage statement

Insurance Policy

Association Amount (only if apply)

If you are applying for a VA Loan

DD Form 214 (Long Form)

If you are Purchasing

A signed purchase contract

Realtor contact information

Condo Association contact information (if apply)

If you are divorced

A fully executed divorce decree

 

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