Required Documentation Checklist
To expedite your loan approval amount, along with proposed rates and terms. We have provided a secure document upload form via our secure server. Be advised that your assigned loan officer may require additional documentation that is not on this general list. When downloading, please wait for the spinning loading wheel to stop before uploading the next document set.
Taxable Return Income
Applies to all Conventional, FHA, VA,USDA Loan Applicants using Tax Returns as Income
Last 2 Years Tax Returns (all pages)
Upload Your Tax Returns
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Last 2 Years W-2 Forms
Upload Your W-2 Forms
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Last Months Pay Stub(s)
Upload Your Pay Stub
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Last 2 Months Bank Statements
Upload Bank Statements
All pages
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Stated Income
Applies to All Self-Employed Loan Applicants using your Bank Statements or W-2 Forms as Income
Last 24 Months Business Bank Statements
Upload Bank Statements
One 1 Account Allowed (all pages)
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Last 24 Months Personal Bank Statements
Upload Bank Statements
One 1 Account Allowed (all pages)
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Self-Employed Loan - 2 Years W-2 Forms Only
Upload Your W-2 Forms
One 1 Account Allowed (all pages)
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Year-to-Date P & L + 2015 (Prepared by you)
Upload Your P & L
Audit not Required
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Your Credit Report Information
Please provide us with a recent credit report with two reporting agencies or we can pull credit with your permission
We accept Credit Karma or equal for initial review
Upload Credit Reports
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Other Important Documentation
Please provide the additional documentation if it is relivent to your loan request
Executed Purchase Contract
Upload Purchase Contract
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Mortgage Statements on all Properties
Upload Mortgage Statements
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Rental Income "rent Roll" on all Properties
Upload Rental Income
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DD-214 Eligibility Letter (For VA Loans Only)
Upload VA Eligibility
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Mortgage Event Settlements within 3 years
Upload Settlement Letters
Foreclosure,Bankruptcy or Short Sale
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Foreign National, No-Doc, Cash Flow, Asset Depletion and others not listed
You will received an email from your assigned loan officer for documentation for loan types not listed above
Full Name
*
First Name
Last Name
E-mail
*
Do you require a Loan Pre-Approval Letter
*
YES
NO
Submit your Documents
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