What to Bring to Your Consultation

In preparation for your mortgage consultation meeting, please bring the following documents.

Note: We prefer to have you bring copies for us but if that is not possible please remove all staples and have your documents ready to hand off at the beginning of our meeting so we can have one of our staff members copy them while we are meeting.

Self Employed Borrowers

• Tax Returns – (last two years business and personal)
• W-2s if owner pays himself
• Bank Statements (last two months, all pages even if one is blank)
• Retirement Accounts (last quarterly statement, all pages even if one is blank)
• Any other Asset Statements
• Drivers License
• Social Security Card
• Business License
• Divorce Decree (all pages if paying or receiving child support or maintenance)
• Copy of current mortgage statements
• 1st and 2nd mortgage Notes (for refinances) for current loan(s)
• Contact info for homeowner’s insurance agent

W-2 Employees:

• Drivers License
• Social Security Card
• 1st and 2nd mortgage Notes (for refinances) for current loan(s)
• Bank Statements (last two months, all pages even if one is blank)
• Retirement Accounts (last quarterly statement, all pages even if one is blank)
• Any other Asset Statements
• W-2’s last two years
• Pay Stubs (covering last 30 days of employment)
• Divorce Decree (all pages if paying or receiving child support or maintenance)
• Copy of current mortgage statements
• Contact info for homeowner’s insurance agent