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Application Checklist

What do I need to bring to my Loan Application?

When looking to buy a new house, it is crucial that you first get pre-qualified for your mortgage.  This helps you have a better undestanding of what house payment you can qualify for, and be comfortable in, as you go out and search for homes.

Up front, we will need documentation to support your income, assets and employment, so we recommend bringing the following information to your mortgage application appointment:


  • 2 Years Tax Returns (all pages/all schedules)
  • 2 Years W-2's
  • 2 Month's Bank Statements (all pages)
  • 1 Month's Paystubs (complete 30 days)
  • Drivers License


Once our processing team has had a chance to review your loan application, additional documentations may be required.

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