Document Checklist for a Smooth Approval

Please fax us your documents at (toll-free) 1-866-580-9204 at least 48 hours prior to your mortgage planning session so we can provide the best possible service to you.

• One month (full 30 days) most recent pay stubs
• Two years most recent W2s and federal tax returns
• Two months most recent full statements for all bank accounts, mutual funds, annuities, 401K's and other similar asset accounts (all pages please)
• Copy of drivers license(s)

• Copy of homeowner's insurance policy or name and phone number for homeowner's insurance agent
• Most recent mortgage statement(s)

• If retired or disabled: award letter, year-end statement, most recent bank statement showing your social security or disability being deposited and evidence of expected continuance for 3 years.
• If paying child support: amount paid each month.
• If receiving child support: separation agreement/child support order, evidence that child support has been received consistently for the past 3 months, evidence that support is expected to continue for at least 3 years.