Documentation Required

Bring these documents to your consultation or send them securely online.

Purchase:

All Loans:

  • Two months  worth of bank statements, retirement accounts, brokerage statements and any other asset statements for all borrowers. Must include all pages.
  • One paycheck with 30 days pay history
  • Two years worth of complete Federal tax returns (with all attachments) for all borrowers. This includes W-2’s, K-1’s or 1099’s if applicable.
  • Divorce Decree, if applicable.
  • Driver’s License or other photo identification (such as a CA identification card) for all borrowers.

Also Required for FHA and VA loans (in addition to the 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 the above)

  • DD-214

Refinance:

All Loans:

  • Two months  worth of bank statements, retirement accounts, brokerage statements and any other asset statements for all borrowers. Must include all pages.
  • One paycheck with 30 days pay history
  • Two years worth of complete Federal tax returns (with all attachments) for all borrowers. This includes W-2’s, K-1’s or 1099’s if applicable.
  • Divorce Decree, if applicable.
  • Driver’s License or other photo identification (such as a CA identification card) for all borrowers.
  • Copy of current Homeowner’s Insurance
  • Mortgage Coupon

Click here to download a copy of our purchase checklist.

Click here to download a copy of our refinance checklist.