Required Paperwork

Required Paperwork

Whether this is your first home purchase, you're looking to refinance or you want to consolidate debt, beginning the process can sometimes feel daunting. Here we've provided a general list of information and paperwork that you'll likely need to get your lending process started. If you have any questions regarding the qualification process or what you'll need for a particular loan type, please feel free to contact us. We'd be more than happy to help craft a plan that's built around you and your particular needs.

  • Social Security numbers for you and any co-borrowers
  • W-2 withholding forms or income tax returns for the past two years to verify your income and proof of employment
  • Evidence of any other assets such as bonds, stocks or money saved in retirement programs (i.e. 401k or 403b program)
  • Copies of checking and savings account statements for the past two months
  • Homeowner's association information with contact information, if property is a condo or part of a homeowner's association
  • Sales contract for the purchase of a new home
  • Residence history for the past two years
  • Recent paycheck stubs
  • The name and address of someone who can verify your employment

Now that you've taken your first steps toward home ownership or refinancing, learn what comes next with our step-by-step walkthrough.

Whether you're looking to buy, refinance or consolidate, the amount of options available to consumers today is broad. Learn more here.

From improving your credit score to getting the best price on your new home, you can take advantage of the financial information we offer on our blog.