Call: 1-972-233-8800

Loan Process Overview of Steps

The items below may be needed in order to complete your loan application, please provide all applicable documents in a timely manner.

All documents must be dated within 60 days of closing, updated documents may be required throughout the loan process.

  • Documents needed, within 24 HOURS, to Proceed

    Income Documents

    • 30 days of most recent pay stubs
    • Year to Date Profit & Loss statement (self employed only)
    • 2 years most recent tax returns
    • 2 years most recent W2’s or 1099’s

    Asset Documents

    • 2 months of most recent consecutive bank statements (all pages, even the blank ones.)

    Information Needed

      • Full 2 years of residential history
      • Full 2 years of employment or school history
      • Signed Authorization Package

    The more we have upfront, the faster and easier the process will be!

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