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​What documentation do I need to provide?

You will need to bring your last two years of tax returns and W-2’s and the last 30 days of pay stubs from your current employer.

If this is a PURCHASE, please also bring your Purchase and Sale Agreement, a listing information from a real estate agent, and your real estate tax information.

If this is a REFINANCE, we’ll need your latest mortgage statement showing balance owed, your homeowners insurance policy ‘Declaration’ page, and your real estate tax bill.

If this is a HOME EQUITY LOAN or LINE OF CREDIT request, we’ll need your mortgage statement with the balance of first mortgage, the homeowners insurance policy ‘Declaration’ page, the real estate tax bill, and estimates for repairs or improvements that will be done.

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