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What You’ll Need to Get Started
To help us get you pre-approved quickly and accurately, gather the following documents and details before starting your application. Don’t worry—we’ll walk you through everything step by step, and your information is always secure with us.
Checklist: Basic Items to Collect Before You Apply
Personal Information
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Full legal name, date of birth, and Social Security number
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Valid government-issued ID (driver’s license or passport)
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Address history for the past two years
Employment & Income
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Employer name, address, and contact information
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Pay stubs from the last 30 days
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W-2s or 1099s from the past 2 years
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Tax returns (especially if self-employed)
Assets
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Bank statements (checking, savings, retirement accounts) for the last 2 months
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Documentation of any additional assets (stocks, bonds, etc.)
Debts & Obligations
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Monthly payments on credit cards, student loans, car loans, etc.
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Child support or alimony obligations (if applicable)
Property Info (if already selected)
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Purchase contract or details on the home you're interested in
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Realtor contact information
Your Next Move Starts Here
Whether you're buying, refinancing, or exploring your options, this is the first step toward personalized guidance, competitive rates, and a smooth path to closing.
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