Document Checklist

 

Our experience with thousands of borrowers has proven that when we START the JOB RIGHT, IT will be DONE RIGHT! To process your loan, you will need to bring key documents to your disclosure appointment. Here is a checklist for you.

 

  1. Last Year's W-2 form

  2. Current Pay-Stubs for the last month

  3. Bank Statements for the last 2 months

  4. If Refinance:
    Current m    ortgage statement and homeowners insurance policy

  5. If Self-Employed:
    Last Year's Tax Returns

  6. If you have any other investments or savings:
    Most recent statement

 

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