Buy a Home! Open a HELOC! Refinance Your Home!

PLEASE NOTE

Documents should be in PDF FORMAT ONLY

Screenshots are not allowed.

Call, text, or email me if you have any questions along the way

anytime if you have questions along the process.

Below is the list of information needed to process a pre-approval letter:

For EVERY Applicant:

Current mortgage statement
Tax Bill
Homeowners Insurance Declaration page
HOA bill, if applicable for each property
Photo ID

For W2 salary/hourly employment:

Last 2 pay stubs
Last 2 years W2’s
Year-end pay stubs for the last 2 years (this breaks down the pay types such as overtime, bonus & commission)
Last 2 months’ bank statements from where closing funds will come from.

For Self-employed:

Last 2 years tax returns (all pages and all schedules)
Any W2 income from self-employment, if applicable
Last 2 months’ bank statements from where closing funds will come from.

Please note: that we do not sell your information, however, when a credit inquiry is processed, the credit agencies will sell your information as a lead. It is not uncommon to receive 30+ sales calls in one day from other mortgage companies. Many have poor ratings for such reasons. We highly suggest that you click the link below to opt out of this practice and prevent the agencies from selling your information.