Document Retrieval

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Electronic Consent

Initial Letter

LOM Retainer Agreement

LOM Questionnaire

Credit Report Consent Release

Paperwork Required

  • 2 years tax returns (Federal and State)
  • Proof of income for 6 months from all sources. i.e. 6 months paystubs, SS income, pension, VA. Unemployment, rental income etc.  If self-employed 1 year profit and loss for business.
  • 3 months bank statements for all accounts
  • KBB.com on vehicle(s) using private party value only and proof of insurance (Declarations page)
  • Statement for any retirement accounts i.e pension, ira, strs etc
  • Statement for any Life insurance policies
  • Copy of registration for vehicles
  • Any pending lawsuits, if any
  • Copies of creditor statements if you retained. You can hold on this and review credit report.
  • Copy of divorce decree, if any
  • If you rent, a copy of the lease agreement and security deposit, if any
  • IF YOU OWN A HOME COPY OF CURRENT MORTGAGE STATEMENT, COPY OF DEED IF POSSIBLE AND VALUE PER LOCAL REALTOR IN WRITING OR ZILLOW.COM
  • Clear copy of your driver’s licenses and social security cards
  • If you are self-employed we will need additional documents and will advise you once we review your information.

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