Financing Documentation

Thank you so much for completing the preliminary loan application. In order to move forward with your application, please submit the following documents at your earliest convenience to get this ball rolling! We know you’re excited, and so are we!

Complete personal tax returns for last 2 years
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Max. file size: 100 MB.
All schedules, statements, 1099s & W2s (if applicable)
Complete business tax returns for Last 2 years
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Max. file size: 100 MB.
All schedules, statements & K1s
Extensions for personal & business returns (if not yet filed)
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Max. file size: 100 MB.
Two most recent, consecutive bank statements (all numbered pages, even if blank)
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Max. file size: 100 MB.
To document your source for funds to close and down payment
Most recent mortgage statement (if applicable)
Max. file size: 100 MB.
Cancelled check for any escrow deposit made on property
Max. file size: 100 MB.
Legible copy of driver's license (Borrower & Co-Borrower)
Drop files here or

Max. file size: 100 MB.