Approval Checklist

The following documentation is generally required to submit your loan request:

A copy of your most recent thirty days worth of pay-stubs.
A copy of your past two years of W2’s.
A copy of your past two years of personal tax returns (all pages and schedules…Federal tax returns only).
If self-employed, a copy of your most recent two- years of business tax returns (all pages and schedules…Federal tax returns only).
A copy of your most recent two months worth of statements for any major financial asset accounts (checking, savings, brokerage, mutual funds, retirement, etc). Please forward all pages of each statement even if some pages are blank or immaterial.
A copy of the declarations page of your homeowner’s insurance policy (refinance transactions only).
A copy of your most recent mortgage statement(s) for any homes owned.
Additional documentation may be necessary depending on your employment profile and transaction scenario.

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Purchase Price:

Down Payment:

Loan Program:

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Existing 1st Loan Balance:

Existing 2nd Loan Balance:

New Loan Amount:

Estimated Home Value:

Loan Program:

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Property Type:

Occupancy:

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First Name:

Last Name:

Credit Scores:

Subject Property Street Address:

Subject Property City:

Subject Property State:

Subject Property Zip Code:

Email Address:

Contact Phone Number:

Preferred Method of Communication:

Best Time to Call:

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