Document Checklist



Document Checklist

In general, this is the documentation you will need for your loan.  Additional documents may be required depending on your particular situation.

Property Information (if you already have a Purchase Contract on a house):

  • Purchase Agreement
  • If you are selling your current home, copy of Sales Agreement
  • If you have sold your current home, copy of fully executed Closing Disclosure (CD)


  • Valid Homeowner’s Insurance Policy Declarations Page
  • Valid Property Survey
  • Current HOA bill (if applicable)
  • Current Mortgage Statement(s) to order Payoff Statement(s)

Income & Assets:

  • Pay Stubs for the last thirty (30) days
  • Tax Returns for the last two (2) years with all schedules
  • W-2’s for the last two (2) years
  • Complete statements for bank, brokerage and retirement account for the last two (2) months
  • If Self Employed or working as a Contractor, additional documentation may be requested

If you are Retired and/or receiving Social Security Income:

  • Pension Award Letter
  • Social Security Award Letter
  • Other applicable retirement income needed to qualify (annuities, 401k distributions, etc)

If you Pay or Receive Child Support as income:

  • Copy of Divorce Decree

Borrower Identification:

  • Valid Photo ID/Driver’s License
  • If you are not a US Citizen, a copy of the front and back of your Green Card or Work Visa


848 Dominion Drive, Suite 200-A
Katy,TX  77450

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