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Application Checklist
 

In order to make your loan application process go smoothly, you'll need to collect and organize a few key pieces of financial information.

Please bring the following items to the application:

  • W-2's
  • Federal tax returns for the past 2 years if you are self-employed or commission employee
  • Most recent pay stubs (30 days)
  • Most recent asset statements - bank, stock, 401k, etc... (all pages)
  • List of liabilities - credit cards, auto, mortgage, student loans, alimony, child support, etc... (include account numbers and addresses)
  • Purchase agreement (if available/applicable)
  • Name, address, and phone number of current landlord and previous landlord for last 2 years (if renting)
  • Most recent mortgage statement (for refinancing)
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