Common Documentation Needed
Standard Items Needed
Income
- Most Recent 30 Days of Pay Stubs
- Most Recent 2 Years W2s (all employers)
- Most Recent 2 Year Tax Returns (all pages)
Assets
- Most Recent 2 Months of Bank Statements (all pages) – If not imported online
- Retirement Account Statement
- Investment Account Statement
Other
- Driver’s License or Photo ID
Refinance
- Current Mortgage Statement
Self-Employed
- Year to Date Profit and Loss Statement
- Most Recent 2 Years of Business Returns (if own more than 25%)
- Most Recent 2 Years of K1s or 1099s
Multiple Properties Owned
- Rental Agreements
- Mortgage Statement For Each Property
- Property Tax Statements
- Home Insurance Summary Page
Case By Case
- Child Support, Divorce and/or Seperation Agreement
- Proof of Gift Funds
- Social Security/Pension Award Letters
- Permanent Resident Card or H1B Visa
Veterans
- VA Proof of Service
- DD214
Upload Documents
The Borrower Portal is a easy and secure way to share your documents with your orgination team.