On The Document Trail

From you, we'll request several or all of the documents in the chart below. This depends on the type of loan and your credit. Once we start processing your application, your Loan Consultant will be in touch about which ones we need.

HOME LOAN PROGRAMS : : BENEFITS OF MORTGAGES ONLINE : : MORTGAGE APPLICATION ONLINE : : HOME : : SITE MAP online mortgage applications

ABOUT US : : CONTACT US : : PRIVACY STATEMENT : : LENDING AREA

Home > Mortgage Process > Document Trail

Category	Required Documents

Income verification: Salaried employees	Most recent pay stup with year-to-date earnings Last year's W-2

Income verification: If self-employed	Last two years' personal, partnership, or corporate tax returns Current year-to-date P&L

Rental/investment income	Rental agreements/leases

Interest/dividends	Copies of 1099s

Other income	Divorce decree (for alimony/child support)

Assets	Most recent two months’ bank statements Most recent stock brokerage account statement Most recent IRA/401k statement Copy of life insurance policy

Other	Copy of purchase contract for your new home (if applicable)