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Document Name |
Mortgage Programs |
Description |
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Purchase |
Refinance |
Cash out |
please only choose the program that appliy to you. |
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1 |
Purchase Contract & Addendum. |
x |
N/A |
N/A |
please get the purchase contract and amendament. |
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2 |
Social Security Number |
x |
x |
x |
You can call in to give us your SSN, if you have not done that yet. We will need both you and spouse SSN if you filled joint-return on your tax. |
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3 |
Latest 1-Full-month Paystub |
x |
x |
x |
Make sure it is the latest one. |
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4 |
Latest 2-Full month Bank Statement |
x |
x |
x |
(1). Please send all pages including BLANK pages. (2). The statement should show that you have enough fund to pay the Downpayment (for purchase), and closing cost. |
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5 |
Last Two Year's W2 |
x |
x |
x |
always to give us the latest two year's W2. |
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6 |
Identification |
x |
x |
x |
Driver License |
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7 |
Immigration Doc (if you are not U.S.A Citizen) |
x |
x |
x |
Green Card (if you are permanent resident), Passport, Visa |
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8 |
Last Two Year's TAX RETURN |
x |
x |
x |
You need to provide if you own rental properties or you are self-employed. |
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9 |
Home Insurance Contact Information |
x |
x |
x |
Please provide your home insurance agent's phone, email. |
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10 |
Mortgage Statements |
x |
x |
x |
Please provide the mortgage statement for each property you owe |
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11 |
Property Tax Receipt
Home Insurance Receipt
HOA receipts |
x |
x |
x |
Please provides tax, home insurance and HOA for each property you currently own. you can click on the following link to see the sample of these docs.
sample_TAX_statement_travis_willision.pdf
sample_INSURANCE_dec.pdf
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