Want your loan to be processed smoothly? So do we! Here’s how you can help.

Please have the following items when you meet with us:

Personal

  • Photo ID and 1 other form of ID (i.e. Social Security Card or Passport)
  • H-1 Visa (if applicable)
  • Permanent Resident Alien Card (if applicable, front and back)

Income

  • Last two pay stubs for all borrowers
  • Last two years of federal tax returns only, including all schedules and statements
  • Last two years of W-2s from all employers
  • Social Security awards letters, pension verification – if applicable

Assets

  • Last two months bank statements, all pages, for ALL open accounts
  • Recent statements, all pages, for 401Ks, IRAs, money market, stocks, CDs

Possible Documents Required

  • Executed sales contract
  • Original divorce decree
  • Bankruptcy papers
  • Job acceptance letter (relocation)
  • Current mortgage statement and current insurance declarations page
  • Current property survey
  • DD214 (VA Only)