After you've completed your loan application, it will be assigned to Loan Consultant who will review the application and email you with their contact information and fax number to send your supporting documentation to. We take great pride in the speed at which we close loans. To help us maintain our high standards, please begin accumulating your supporting documentation in anticipation of your Loan Consultant's email.

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Purchase Transaction Documentation

  Borrower's Authorization Form 
  Appraisal Fee
  Paystubs covering the past 30 days.
  Most recent two years' W-2 forms.
  Most recent two months' bank statements showing sufficient funds to close (all pages).
  Copy of Purchase Agreement.
  Name and phone number of Real Estate Agent handling transaction.
  Name and phone number of Escrow Agent handling transaction.
  Most recent two years' federal tax returns with all schedules
  IF owner of 25% or more of a company,  most recent two years'  federal partnership or corporate tax returns.
  IF resident alien, copy (front and back) of Permanent Resident Alien card.

Refinance Transaction Documentation

  Borrower's Authorization Form
  Appraisal Fee
  Paystubs covering the past 30 days.
  Most recent two years' W-2 forms.
  Most recent two months’ bank statements (all pages).
  Most recent mortgage statement for all liens being paid off.
  Declaration Page for Homeowner's Insurance Policy.
  Name and phone number of Agent for Homeowner's Insurance Policy.
  Most recent two years' federal tax returns with all schedules.
  IF owner of 25% or more of a company, most recent two years' federal partnership or corporate tax returns.
  IF leaving an existing second mortgage in place, copy of the Note or Home Equity Line of Credit Agreement.
  IF resident alien, copy (front and back) of Permanent Resident Alien card.

Home Equity Loan or Line of Credit Documentation

  Borrower's Authorization Form
  Paystubs covering the past 30 days.
  Most recent two years' W-2 forms.
  Most recent two months’ bank statements (all pages).
  Most recent mortgage statement on the 1st mortgage on the subject property.
  Copy of the Note (all pages) on the 1st mortgage on the subject property.
  Declaration Page for Homeowner's Insurance Policy.
  Name and phone number of Agent for Homeowner's Insurance Policy.
  Most recent two years' federal tax returns with all schedules
  IF owner of 25% or more of a company, most recent two years' federal  partnership or corporate tax returns.
 

IF resident alien, copy (front and back) of Permanent Resident Alien card.