Welcome to your secure document management system.

Items that are needed during the loan process are below:

  • Most recent 30 days of pay stubs.

  • Most recent 2 months bank statements on all accounts listed (all pages).

  • Quarterly 401k / retirement statement if it applies to you

  • If employed: last two years W2s.

  • If self employed: most recent 2 years of tax returns with all schedules--contact me for more info

  • If a purchase--provide a copy of your property sales contract and earnest money check.

  • Copy of valid photo ID and social security card if available

  • If a VA loan we may need a copy of your DD214-contact me for details

  • 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

  • Any other documents you feel may be important for your loan

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