Welcome to your secure document management system.
Items that are needed during the loan process are below:
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Most recent 30 days of pay stubs.
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Most recent 2 months bank statements on all accounts listed (all pages).
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Quarterly 401k / retirement statement if it applies to you
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If employed: last two years W2s.
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If self employed: most recent 2 years of tax returns with all schedules--contact me for more info
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If a purchase--provide a copy of your property sales contract and earnest money check.
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Copy of valid photo ID and social security card if available
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If a VA loan we may need a copy of your DD214-contact me for details
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if this is a refinance --provide copy of your recent monthly mortgage billing statement, property tax bill and home insurance billing and coverage description pages
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Any other documents you feel may be important for your loan