Requested Documents

Requested Documents for a Mortgage

Different loan programs require varying amounts of documentation. The loan program you select may require more or less documentation. Once the application has been filled out we will help you determine which specific documentation is needed. The lists are included as a general guide to help you understand what you may need to gather.

For all loans:

For a Purchase:

For a Refinance:

Additional docs for the below categories

If self-employed, employed in sales, paid by commission, or own rental real estate:

VA Loan:

If retired:

If divorced:

If renting:

If you live in within a Homeowners Association:

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