What to Bring to Your Loan Consultation

Gather these documents for your loan consultation so we can quickly determine your path forward.

Bring these documents to your consultation or send them securely online.

  • Two months worth of bank statements, retirement accounts, brokerage statements and any other asset statements for all borrowers. Must Include all pages.
  • One paycheck with 30 days pay history
  • Two years worth of complete Federal tax returns (with all attachments) for all borrowers. This includes W-2’s, K-1’s or 1099’s if applicable.
  • Divorce Decree, if applicable.
  • Driver’s License or other photo identification (such as a CA identification card) for all borrowers.


Also Required for FHA and VA Loans (in addition to above):
  • Social Security Card for all borrowers. Please contact us as soon as possible if you do not have your social security card. We have a form letter you can fill out in lieu of the social security card.


Also Required for VA Loans (in addition to above):
  • DD-214


Also Required for Refinances (in addition to above):
  • Copy of current Homeowner’s Insurance
  • Mortgage Coupon