Required Documents

8/10/2021

We’ll need some basic documents before you start looking for a loan. Collect all the information listed below and you’ll be ready to speak to a Mortgage Loan Originator about a mortgage loan. What you’ll need:

  • Name
  • Social Security Number
  • Monthly income for you and your co-borrower (most recent pay stub(s) with year-to-date income), includes bonuses, commissions and overtime income for the past two years (this information is on your tax return)
  • If you are self-employed, you will need the last two years’ tax returns for the type of business you own: Sole Proprietorship (schedule C), Partnership (Form 1065), or Corporation (Form 1120 or 1120s). In addition, the last two years’ personal tax returns (including K-1s).
  • Property address for purchase
  • Amount you would like to borrow

Get Started Now. It's Easy!

We make it easy to get started. Have questions and want to talk? We're here for you.
Call us at 800.456.3000 or visit your local branch.