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Upload Supporting Documentation
We may be old fashioned when it comes to handshakes and relationship building but we pride ourselves on being tech-savvy from paperless processing to the very latest mortgage origination processes.
You can submit all of your supporting documentation online.
Documents that we’ll need from you
- Pay Stubs from the last 30 days
- Name and address for any employers for the past 2 years
- W2’s from the past 2 years
- Tax returns from the past 2 years (and business returns if you’re self-employed)
- Year to date Profit & Loss Statements from the current year (if you are self-employed)
- Bank Statements (all pages even blank) from the past 2 months
- Proof of any additional income
- Divorce and separation agreements if applicable
- Details on any real estate that you own (most recent mortgage, tax bill, homeowners insurance declaration page)
Rob and Stacey were very responsive and professional! An overall very positive experience! I would highly recommend.
I highly recommend Jake Donovan from legacy mortgage, he has been highly responsive in helping us proceed with our loan application. Not only did he help us with a great rate, he also helped answers several questions around the loan process. This can be an overwhelming process but we never felt any stress at all.
Rob Messenger and Jake Donovan did a fantastic job on our expedited closing. Highly recommend!