Required Documents

  • Past two (2) years W-2 statements
  • Pay stubs covering last thirty (30) days
  • Three (3) most recent monthly bank statements
  • Most recent transaction summary of 401K, IRA or Mutual Fund accounts
  • Photocopies of any stocks or certificates of deposits
  • Copy of purchase and sale agreements
  • If you are renting: either twelve (12) months cancelled rent checks or the name and address of your current landlord
  • If divorced: a fully executed divorce decree
  • For a refinance: a copy of the deed and most recent tax bill
  • A letter of explanation for any known credit problems
  • For self-employed borrowers, employed in sales, paid by commission, or owns rental real estate: Two (2) years signed personal tax returns - incuding all schedules
  • If self-employed through a corporation: Last two (2) years corporate tax returns as well as year-to-date profit and loss statement and balance sheet

Different programs require varying amounts of documentation. The loan program you select may require more or less documentation. Please contact us for a free, no-obligation consultation.

Online Forms:

To assist you in your mortgage process, we have provided certain forms you might need along the way. Included is obviously the Mortgage Application Form which you can download and print. The application should be completed with the assistance of a mortgage professional. You will need a browser compatible with PDF files or you will need to download Adobe Acrobat Reader to view and print PDF files on all major computer platforms.

PDF Forms:


Mortgage Application
Mortgage Application - Spanish Version

Borrower Certification & Authorization
Credit Report Authorization