Paperwork Needed

Paperwork Needed

To apply for a loan, you will need to provide us with detailed documentation of your financial history. 

Be prepared to provide:

  • Social Security card and ID for both you and any co-borrowers

  • Copies of checking and saving account statements for the past two months (preferably downloaded copy or hard copy of all pages) 

  • Evidence of any other assets such as bonds, stocks, or money saved in retirement programs (i.e. 401k or 403b program)

  • Recent paycheck stubs for the last one month

  • W-2 withholding forms, 1099 forms, and income tax returns for the past two years to verify income 

  • The name, address, and contact information of someone who can verify your employment

  • Sales contract for the purchase of a new home

  • Homeowner's association information with contact information if property is a condo or part of a homeowner's association

If you are applying for mortgage refinance, please make sure you also send us your current mortgage statement, and hazard (home) insurance policy. You may email or mail these documents to our Loan Officers or upload through our website upon fill out the complete application and sign up your personal account. It will be our great pleasure to doing business with you.