Requested Documents


Purchase Checklist:

Additional documents needed for refinance loans:

Additional documents needed for VA loans:

If you are divorced we will also need:

If you are self employed, paid by commission or own rental real estate:


Each loan type has different criteria's and varies in regards to the terms, conditions and lender/government guidelines of a mortgage program. When added to the uniqueness of each client situation, then more or less documentation may or may not be required from the above list. After completing a client mortgage loan application, we will provide them with (1) a Loan Estimate and a Home Loan Toolkit, and (2) collect their signed and dated written "intent to proceed" form before submitting a loan file to be underwritten. Please contact us for a free, no-obligation consultation.