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To help us ask  listen  solve  to find the perfect solutions for your needs, please have the following handy when you call, click, or come by.

  • If Employed, 2 most recent consecutive pay stubs
  • If Retired, proof of social security and/or pension sources
  • If Self-Employed, 2 years personal tax returns signed and dated. Note: If the preceding year's tax returns are not complete, provide the most recent Profit & Loss statement or quarterly tax return
  • Current Homeowner's Insurance Declaration page
  • Annual Homeowners Insurance Amount
  • Current copy of Flood Insurance Declaration page, if applicable
  • Annual Flood Insurance Premium $ _________(if not known, contact Insurance agent or if escrowed, copy of annual mortgage statement history or escrow analysis)
  • Closing documents from your first mortgage
  • Estimate of your home's market value
  • Estimated Real Estate Taxes (Copy of assessment or paid tax receipt or if escrowed, copy of annual mortgage statement history or escrow analysis)
  • Copy of Trust Agreement, if applicable
  • If you’ve recently refinanced in the past 2-3 months, please provide copies of the following:
    • Settlement Statement
    • Note
    • First Payment Letter
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