• Application Preparation

    Documents and information

  • We know the mortgage application process can seem intimidating. To make the process easier for you, please collect the important documents and information listed below.

    How do I open these files?

    Your Property Information

    • An executed original purchase contract
    • If you’re refinancing: a copy of the deed and tax receipts of your present home or investment property

    Verification of Your Income

    • Employer contact information and W-2 forms from last two years
    • Pay stubs from last month
    • If you’re self-employed or commission-based: signed copies of personal income tax returns from the last two years

    Verification of Your Assets

    • Bank statements from the past two months
    • A sales contract for your current residence (if sold) and/or a copy of the HUD-1 Settlement Statement
    • A summary of real estate holdings: addresses, monthly mortgage, tax and insurance payments, rental income, copies of fully executed lease/rental agreements

    Additional Information

    • Account numbers and information on all outstanding debt obligations
    • Attorney contact information, if available
    • Unexpired government-issued photo identification

    Contact a Mortgage Consultant today.

    For more information:
    Call us at 1-877-731-4646
    Send us an email

  • Our mortgage consultants will guide you through the process or you can apply online.

    Email us for more information or call us at 1-877-731-4646

    Find a mortgage consultant

  • Home Buying

    Looking at buying a home? Talk to us about our flexible and affordable mortgage products. We’ll help you find the one that’s best for you. Talk to a Mortgage Consultant today.

    Mortgage Process

    What are the steps to get to the finish line? Should you get pre-approved first? You will need quite a few documents to verify your income and credit worthiness. Start here and get a head start on getting approved to buy your dream home.

This is not a commitment to lend. All loans are subject to credit approval and collateral evaluation. Restrictions apply.


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