Documents requirement

Purchase loan

Refinance loan

Refinance loan

  1. W2 (2 yrs)
  2. Income tax return (all pages) (2 yrs)
  3. Pay stub (Latest 2)
  4. Bank statements (Latest 2)
  5. Copy of driver’s license
  6. Sales contract and any amendments (Signed by both parties)
  7. If not US citizen - Green card / I 94/ Immigration papers copy (both front and back)
  8. Currently owned properties (USA/Foreign) if applicable

  • If rental, copy of the lease signed by both parties
  • Mortgage statement
  • Property tax statement
  • Insurance statement
  • If sale pending, provide contract signed by both parties
  • If sale pending, provide Sale estimated CD

Refinance loan

Refinance loan

Refinance loan

  1. W2 (2 yrs)
  2. Income tax return (all pages) (2 yrs)
  3. Pay stub (Latest 2)
  4. Bank statements (Latest 2)
  5. Copy of driver’s license
  6. If not US citizen - Green card / I 94/ Immigration papers copy (both front and back)
  7. Document related to the property being refinanced

  • Mortgage statement
  • Property tax statement
  • Insurance statement
  • Survey

    8. Currently owned properties (USA/Foreign) if applicable

  • If rental, copy of the lease signed by both parties
  • Mortgage statement
  • Property tax statement
  • Insurance statement