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Financing Fast Track!

Providing these items in advance will accelerate
your loan and help guarantee a fast funding.

LOAN CHECKLIST

DOCUMENTS NEEDED FOR ALL LOANS:

A copy of your current Drivers License and Social Security Card.

Most recent 30 days worth of pay stubs.

Most recent 60 days worth of bank statements. (If using retirement funds, please provide terms and conditions of withdrawal).

Most recent 2 years W-2’s (please provide signed and dated Year-To-Date Profit and Loss statements if self-employed)

Most recent 2 years IRS tax returns (both personal and business, all pages, all schedules please)

ADDITIONAL DOCUMENTS NEEDED IF
PURCHASING A HOME:

Copy of the fully executed purchase contract (signed by all parties).

A copy of the cleared earnest money check or money order.

Copy of your option money check.

Homeowner’s Insurance Company contact information.

ADDITIONAL DOCUMENTS NEEDED IF
REFINANCING A HOME:

A copy of your current monthly mortgage statement.

A copy of your homeowner’s insurance declarations page.

A copy of your home’s plot, also referred to as a survey.