Tools & Learning


After your application and with your intent to move forward, there are documents needed to complete the mortgage process. Some documents are required for all transaction while others apply only to situational circumstances. All documents can be uploaded directly to us from the site or delivered in person.

Required for all borrowers

  • 2 Most Recent Year's of W-2's for all borrowers
  • 2 Most Recent Year's Federal Tax Returns (All Pages)
  • Last 30 Days of Pay Stubs for all borrowers
  • 2 Most Recent Month's of Bank Statements
  • Name & Phone of Preferred Homeowner Insurance Agent
  • Copy of Drivers License for all borrowers
  • Copy of Social Security Card for all borrowers

Additional Items, if applicable

  • If Refinancing, Most Recent Mortgage Statement
  • Most Recent Retirement Saving Statement (All Pages)
  • If Self-Employed, 2 Most Recent Business Tax Returns
  • If Purchasing, Fully Signed Copy of Purchase Contract
  • If Bankrupt within 7 Years, Full Copy of Bankruptcy Papers
  • If Applicable, copy of Divorce Decree & Modifications
  • If Receiving Social Security, Most Recent SS Award Letter
  • If Applying for VA Loan, Provide VA Form DD-214