Mortgage Process · Step 1
Documentation stage.
Video coming soon
The documentation stage is where we review your income, assets, employment history, and other factors to confirm your ability to repay. It's also your chance to see how a new mortgage fits your monthly budget, so you can choose a loan amount and program you're comfortable with. The more complete your paperwork, the faster we can get your loan approved and funded.
A few documents we'll likely need
- W-2s from the last two years
- Federal tax returns from the last two years
- Two recent pay stubs
- Two recent bank statements (all pages)
- Self-employed: K1, 1099, or year-to-date profit and loss
- Addresses for the previous two years
- A driver's license or state-issued ID for all borrowers