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Purchase/Refinance Documentation

Do you need a loan preapproval, or are you ready to refinance? The primary items needed include:
  • last 2 paystubs
  • last 2 years' tax returns
  • last 2 statements from all asset accounts
  • passport or other photo ID
  • draft loan application
  • authorization to run your credit
Download List

You may fax items to 866-495-1347, or contact me for a free online folder to securely upload your information.

Online Loan Application

Specialty Loans

Today’s High Balance Rates ($417k to $625,500)

Rates shown are national averages, your rate may be different based on your downpayment, credit score, property type, and other factors.

Today’s Conforming Rates (to $417,000)

Rates shown are national averages, your rate may be different based on your downpayment, credit score, property type, and other factors.

These rates are averages; you may qualify for different rates based on your credit score, downpayment, property type, and other factors.