Checklist

Please visit the “Apply Now” section for an online application process.
For meetings, I often require the following information.

PLEASE PROVIDE FOR MEeTING THE FOLLOWING INFORMATION: 

  • 2 years 1040’s with W2’s
  • 30 day’s pay-stubs
  • 2 months bank statements
  • investment statements
  • current mortgage statement(s)
  • refinance
  • photo i.d.
  • social security card

testimonials