What to Bring to Your Loan Consultation

List of Documents:
  •   Previous Year's Federal Tax Returns (all pages/schedules)
  •   Current Year's Federal Tax Returns (all pages/schedules)
  •   Previous Year's W2’s (if applicable)
  •   Current Year's W2’s (if applicable)
  •   Most recent months pay stubs covering a 30 day period (if applicable)
  •   Most recent months bank statements from checking/savings/retirement accounts (need all pages of actual statements or PDF's not online snapshots)
  •   Copy of your Photo ID
Also Required for Refinances (in addition to above):
  •   Copy of your current mortgage statements for all properties
  •   Insurance information on all properties owned - name of agent, policy #, and phone number
Also Required for FHA and VA Loans (in addition to above):
  • Social Security Card for all borrowers. Please contact us as soon as possible if you do not have your social security card. We have a form letter you can fill out in lieu of the social security card.
Also Required for VA Loans (in addition to above):
  • Form DD-214