Loan Documentation
Documents You Will Need
Documentation for new Mortgage Loans
Additional Documents
Different programs require varying amounts of documentation. The loan program you select may require more/less documentation.
If you are self-employed:
  • 2 years of signed personal tax returns - including all schedules
  • If self-employed through a corporation, last 2 years of corporate returns, year-to-date profit,
  • loss statement, and balance sheet
    If you are divorced:
  • A fully executed divorce decree
  • The following documentation is generally required.
    Additionally, the following documents may be requested to obtain a new mortgage loan.
  • Past 2 years of W-2 statements
  • Pay Stubs covering the last 30 days
  • 2 most recent monthly bank statements
  • Recent transaction summary of 401K, IRA, or Mutual Fund Accounts
  • Photocopies of any stocks or certificates of deposits
  • A copy of the deed
    Most recent tax bill
    A signed purchase contract
    Realtor contact information
    Condo Association contact information (Condos Only)
    For a Purchase
    For a Refinance
    For a VA Loan
    DD Form 214 (Long Form)
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    We Fund Lending
    NMLS# 1869170
    https://www.nmlsconsumeraccess.org/
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    877-909-3386

    wefundlending@gmail.com

    13023 100th Avenue NE, Kirkland, WA 98034
    NAERB, LLC dba
    A Simple 5-Step Process
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