Resources for every stage of your homeownership journey
BUYING A HOME
WHAT YOU'LL NEED FOR YOUR PREAPPROVAL
W-2s from the last two years
1040 federal tax returns from the last two years, all pages
Business tax returns and K-1s if you're a business owner
Two most recent paystubs
Two months of statements for all asset accounts
Driver's license or passport
Employment offer letter, school transcripts, or award letters, if applicable
ACCESSING YOUR EQUITY
WHAT YOU'LL NEED TO EXPLORE YOUR OPTIONS
Most recent mortgage statement
Estimated home value or recent appraisal, if available
Two years of tax returns, W-2s, or 1099s
Two most recent paystubs
Two months of asset statements
Homeowners insurance declarations page
DIVORCE AND YOUR HOME
WHAT COURTS AND LENDERS TYPICALLY REQUIRE
Fully executed divorce decree or separation agreement
QDRO documentation, if retirement assets are involved
Two years of tax returns, filed individually where applicable
Documentation showing alimony or child support received or paid
Current mortgage statement and payoff information
Quit claim deed, if a spouse is being removed from title
62+ AND EXPLORING A REVERSE MORTGAGE
WHAT YOU'LL NEED TO GET STARTED
Proof of age and occupancy for all borrowers on title
Current mortgage statement, if applicable
Two years of tax returns or proof of retirement income
Homeowners insurance and property tax statements
Trust documentation, if the home is held in a trust
Counseling certificate from a HUD-approved HECM counselor
Every journey is unique. Let’s connect and explore how we can help you move forward with clarity and confidence.

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