Frequently Asked Questions

You will be asked to show supporting documentation for income and assets. We will be emailing you a secure link to upload all documentation safely.

Here is the complete list of what will be asked:

Income Documentation

• W2 Earner: recent 30 days paystubs & last year’s W2
  • If commission, bonus or overtime income is used please also include year-end paystubs for the last two years and most recent two year’s W2s
• Self-Employed: most recent two years personal & corporate (as applicable) tax returns available, all pages included

Asset Documentation

• Most Recent Two Month’s Bank Statements, all pages included

If Real Estate or Land Owned

• Mortgage Statements, all properties
• Homeowner’s (Fire) Insurance Policies, declaration pages only, all properties
  • Flood Insurance Policies, declaration pages only, all properties, if applicable
• HOA Monthly Dues Statements, all properties, as applicable

Home Purchase Documentation

• Fully Executed Purchase Agreement
• Escrow & Realtor Contact Information