The following information and/or documentation will be required to process your residential loan application. Please gather all the information requested forward to us via fax, scan/email or mail.

If you are PURCHASING Sales contract signed by buyer and seller (including addendums) Canceled checks, both sides, for down payment & bank statements evidencing source of funds for deposit, if received	Condominium: Management Company name, address and telephone number, Condo Docs Sale of home or other property - sales contract and/or closing statement Gift - gift letter and verification of Donor=s ability to provide gift & deposit of same
If you are REFINANCING Warranty Deed Original existing Survey Most recent property tax bill Copy of Note and Mortgage	Existing title policy Homeowners, Flood and Windstorm Insurance Certificates Condominium: Management company name, address and telephone number
Employment Information (two complete years): Name, address and telephone number of employer (including 2nd Jobs) Social Security numbers Year to date pay stubs covering the last 30 days pay period Two years signed personal tax returns with all schedules and W-2's and/or 1099's Two years signed corporate tax returns with all schedules and K-1's (if self-employed) Year to Date Profit & Loss and Balance Sheet (if self-employed) Substantiate other income: Income from rental property: copy of annual leases OR Schedule E on personal tax returns Interest from mortgage held: copy of mortgage and note receivable (must continue for two years or more) Alimony or child support: divorce decree, property settlement and 12 months canceled checks Social Security, Disability, Retirement: most recent award letter	Assets and Liabilities: Name, address, account numbers and approximate balances of the following: Checking and savings accounts and last three months consecutive bank statements Stocks and bonds and last three months consecutive bank statements Money Markets, CDs, IRAs, 401Ks, Retirement accounts and last three months consecutive bank statements Credit cards, personal loans, mortgages and automobile loans Previous credit references Residence: Rental and/or mortgage information for the past two years

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