Loan Application Checklist

In general, the documentation you will need includes:

Property information if you are buying a home
Purchase Agreement, if applicable
If you are selling your current home, copy of listing contract.
If you have sold your current home, copy of settlement statement (HUD-1).
   

Income & Assets

Recent pay stubs 
Statements for each bank, and investment account for the last two months.
 
  If you own more than 25% of an incorporated business:
   The last two years Corporate or partnership tax returns.
   
  If you own rental property:
   Current rental agreements.
   
  If you are retired:
   Pension Award Letter.
   
  If you receive Social Security:
   Social Security Award Letter.
   
  If you are receiving or paying alimony or child support:
   Copy of divorce agreement.
   

VA Loans

Copy of DD Form 214
   

Miscellaneous

A copy of your driver's license
      Your insurance agent's name and phone number
If refinancing then a recent mortgage statement

        A check for $50 to cover the credit report costs. You can just mail this to the office.

 

 

 

 

 
 

Basic Pre-Approval

Get the Best Mortgage Rate! Tell us a little about your current needs and we can use that information to match you with just the right loan.

Tell us about your loan needs.
How can we get in touch with you?
Tell us about your credit history.