Loan Application Document Checklist

We call Florida home. We’ll help you do the same. You can help us help you by supplying the following documentation.

  • Two years’ worth of W-2s
  • Two years’ worth of tax returns – all pages for BOTH personal and businesses owned
  • Most recent 30 days’ worth of paystubs (not applicable for self-employed borrowers)
  • Most recent complete formal statement for any 401k, CD, or stock account – all pages
  • Most recent 2 months of complete formal statements of account for all cash accounts (Checking, Savings, etc) – all pages (not transaction histories)
  • Copy of your driver’s license and Social Security Card (If you have one available)
  • If you are obligated to pay or receive child support or alimony, need full divorce decree and/or child support income deduction order
  • Mortgage Statement for any and all properties owned that have a mortgage with the taxes and/or insurance escrowed, if not escrowed then we will need Homeowner’s Insurance Declarations page and most recent years property tax bill(s)
  • Pension awards letter
  • Social Security award letter (most recent year)
  • Bankruptcy papers, All pages of the filing and discharge (if discharged in the last 7 years)

For Refinance Transactions

  • Survey of your property – not required but saves you money if you can locate (shows boundary lines of your property)
  • Owner’s Title Insurance policy – would have been mailed to you from the original title company within 60 days of closing. Not required, but saves you money on your closing if you can locate
  • Homeowner’s Insurance Declarations Pages


We offer loans for the entire state of Florida and all of the following cities;
Monroe County Florida Cities; Big Pine Key, Islamorada, Key Colony Beach, Key Largo, Key West, Long Key, Marathon, Marathon Shores, Sugarloaf Shores, Summerland Key, and Tavernier
Collier County Florida Cities; Marco Island, Naples Golden Gate,
Lee County Florida Cities: Alva, Boca Grande, Bonita Springs, Buckingham, Captiva, Cape Coral, Fort Myers, Fort Myers Beach, Lehigh Acres, Sanibel and Jacksonville, Tampa, Saint Petersburg, Hialeah, Orlando, Fort Lauderdale, Tallahassee, Hollywood, Pembroke Pines, Miami, Palm Beach, West Palm Beach, Boca Raton, Miramar, Sarasota, Gainesville, Bradenton

Got A Question?

Thanks and we look forward to working with you on your mortgage needs!

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