Resources
Document Checklist
Having these ready speeds up your loan. Exact items vary by situation — your loan officer will confirm.
Income
- Most recent 2 pay stubs
- W-2s from the past 2 years
- Tax returns (2 years) if self-employed
- Documentation of other income (Social Security, pension, etc.)
Assets
- 2 months of bank statements
- Retirement or investment account statements
- Documentation of gift funds, if any
Identity & other
- Government-issued photo ID
- Social Security number
- Certificate of Eligibility (VA loans)
- Divorce decree or bankruptcy papers, if applicable
You can upload everything securely from your phone through our document portal.