Income & employment
Prepare applicable pay statements, W-2s, tax returns, business records, or other income documentation. Tell us about changes in employment or income.
Borrower Preparation Checklist
Organize the information for your financing review.
BEFORE YOU APPLY
Bring a clear picture.
The final document list depends on your program and circumstances. Use the application portal or an approved delivery method for sensitive records.
Funds & obligations
Gather recent account statements and details of debts, existing mortgages, and funds for the transaction. Explain any items the loan team asks to review.
Property & purpose
Bring the address, purchase agreement if applicable, occupancy plans, and current loan details for a refinance. Investors should bring leases and rental information.
Ready for a personalized list?
Discuss your scenario before sending documents. Do not send Social Security numbers or banking records in ordinary email.
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