×

Loan checklist

Mortgage made Simple.

We are a dynamic
team of experts
you can trust.

Documents required vary from loan to loan, but generally the following are required, often for up to two years back:

  • Statements of income such as W-2’s, pay stubs, and financial statements
  • Bank statements
  • A list of any assets that you own
  • Rental or mortgage history
  • Employment history and current information
  • Personal identification, including Green Card if applicable
  • Purchase contract
  • Other pertinent items such as: Bankruptcy Discharge Notice or Divorce Decree
  • Loan application

“I don’t find you a house, I find you a home!”

A lot of people think we are in the business of doing loans but we really don’t see it that way. As Certified Mortgage Planning Specialists, we help you create, perhaps, the largest debt of your life, and unlike most lenders, we believe we have a responsibility to help you professionally manage that debt. We see our primary role as helping our borrower’s integrate the mortgage loan they select into their overall long and short-term financial and investment goals and their payment, equity, cash flow, and tax objectives.

Emily Caughlin

sales manager

Contact Us

Send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt