Document Upload Center

Income Documentation:

  • 30 Days Most Recent Paystubs‐showing year to date earnings (All Borrowers)
  • W‐2 or 1099 forms‐most recent two years (All Borrowers)
  • IF YOU ARE SELF EMPLOYED, please also send 2 years personal FEDERAL tax returns any applicable Business returns and copies of your K‐1’s.

Assets:

  • List of assets, including bank statements, mutual fund statements, brokerage statements and records of other investments or assets, AS APPLICABLE.
  • 60 days’ worth of statements (Credit Union, Bank or both) for all accounts you may need to document.

Miscellaneous:

  • Current mortgage statement
  • Homeowners insurance agent (name and phone number)
  • Copy of Driver’s License(s)
  • Bankruptcy docs (if applicable)
  • Full Divorce decree and separation agreement (if applicable)
  • Please add your loan officer's name to your file name before uploading (ex. LoanOfficer-file.pdf)
  • Please add your name or your loan officer's name to your file name before you upload it (ex. JohnSmithLoanApplication.pdf)(maximum 5 files)(Only .doc,.docx,.pdf,.csv,.xlsx,.zip,.xls files are allowed)
    Drop files here or
    Accepted file types: doc, docx, pdf, csv, xlsx, zip, xls.