Items needed for Pre Approval
Documentation for all loans
Pay stubs for the most recent 30 days

Information on any other income you wish to have considered, such as part-time income, rental income, alimony, child support, etc.

W-2's for the past two years

Name, address and phone number of landlord for the past 24 months

Previous two months bank statements on accounts (checking, savings, CD's, brokerage, mutual funds, etc.)

Most recent statements on asset bearing accounts if generated yearly or quarterly (401K, IRA, Retirement, etc.)

Copy of social security card and driver's license

If you are self employed, receive commission income, or own investment properties

Previous two years signed tax returns with all schedules attached

Previous two years corporate/partnership tax returns

Year-to-date profit and loss statement (self employed only)

Current leases on investment properties with rental income


If applying for a VA Loan
VA Certificate of Eligibility

Form DD-214

For in-service veterans, Statement of Service and recent Leave and Earnings Statement

Name and address of child care provider (if applicable)

If you have been divorced
Complete signed copy of all divorce decrees

Proof of receipt of child support payments for the last 12 months

If you have declared bankruptcy
in the last 7 years
Copy of Petition/Decree, Schedule of Creditors, and copy of Discharge
If you are relocating with company benefits
Copy of company's relocation policy

Letter from employer stating effective date of transfer and new income

Copy of entire relocation buyout offer (if applicable)

Additional items if you are refinancing:
Copy of your survey

Hud-1 Settlement Statement from purchase of the home

Most recent mortgage statement on your primary loan (and 2nd lien if applicable)


Toll Free: 888-282-6632
Fax: 972-985-8282
5055 W. Park Blvd. Suite 300
Plano, TX 75093