The Mortgage Process 1.png

During The Documentation Stage you are the most important player on the team. As quarterback of the documentation stage, there are a few critical documents we will be asking you to hand off. These documents include:

  1. W2’s – From the last 2 years

  2. 1040 Federal Tax Returns – From the last 2 years

  3. 2 Most Recent Paystubs

  4. 2 Most Recent Bank Statements – All pages

  5. Copy of your drivers license

During this stage, it is critical that you don’t change any aspects of your financial picture. This means:

  • No Major Purchases (e.g. Purchasing urniture for you new home)

  • No Applying for New Credit (e.g. Obtaining financing for Car)

  • No Change in Employment (Please Don’t Quit Your Job!)