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Documents Needed

Like every individual, every loan is different. We do everything we can to make the process go as seamlessly as possible and minimize the burden for you. Certain documents are required, some we may be able to gather on your behalf. We won’t burden you with any unnecessary work, and will only ask for what we absolutely need.

Limited Documentation available on some loans with electronic verification

We are able to gather some documents on your behalf to take the burden off of you!

To Begin the Process:

  • Clear copy of driver’s license
  • Borrower’s Authorization Form
  • If business owner, copy of Tax Returns for the last 2 years
  • If you currently own any properties, we will need current mortgage statements, Homeowners Insurance Declaration page, and a current HOA page, if applicable.

* more documentation may be required once initial documents have been reviewed

TERA GILBERT - SENIOR MORTGAGE CONSULTANT, SOUTH TEXAS REGIONAL MANAGER

NMLS# 543330

1801 S. MoPac Expressway, Suite 212, Austin, TX 78746   |   P: 512-828-6420   |   F: 484-539-1170
Disclaimer: © 2018 All Rights Reserved. This communication does not constitute a commitment to lend or the guarantee of a specified interest rate.  All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply.

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