What to Bring to Your Loan Consultation

Gather these documents for your loan consultation so we can quickly determine your path forward.

  • Paycheck Stubs for most recent 30 days
  • Most recent 2 years of W-2’s
  • Most recent 2 years of Personal Federal Tax Returns (all pages and schedules)
  • Tax Extension (if you have not filed your taxes for last year and it is currently past April 15th)
  • 2 years corporate or partnership returns (all pages and schedules)
  • Most recent 2 months of asset statements (all pages).  Checking, savings, retirement, investments, etc.
  • Document any miscellaneous income (social security, alimony, pension, etc.)
  • Documentation of housing expense for any property that is owned:
    • mortgage statement
    • insurance coverage with premium listed
    • property tax bill
    • HOA statements (if applicable)
    • Current Rental Agreements (if applicable)
  • Copy of all borrowers driver’s license
  • If FHA loan, copy of social security card for all borrowers.  If you do not have your social security card ask us how to obtain one.
  • If VA loan, form DD-214 (Certificate of Release or Discharge from Active Duty)