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Loan Checklist
Please provide the following documentation to ensure a smooth process. The documentation requested will vary according to your specific program. Income Documentation (if applicable) - W-2s / 1099s
- Paystubs
- CPA Letter
- Business License
- Bank Statements (Include all pages)
- Award Letters (Social Security, Disability, Pension)
Homeowner Insurance Documentation - Insurance Declaration Page
- Agent Contact Information
Mortgage Documentation - Mortgage Statement (1st & 2nd)
- Mortgage Coupon
Disclosures - signed Loan Application
- signed RESPA Disclosures
- signed Authorization
Additional Documentation (if applicable)
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