Checklist of Documents Needed


Thank you for your interest in our services and for contacting us for additional information.

Please see below for a checklist of items needed to get started on your loan:

  • Recent pay stub(s) (if applicable) for 30 days (if paid every 2 weeks, copy of three stubs)
  • Last 2 years W-2 forms (if applicable) and/or 1099 forms
  • Most recent tax returns (FEDERAL ONLY), covering two years (ALL PAGES)
  • Two months of bank statements (ALL PAGES)
  • Copy of recent mortgage statement(s)
  • Copy of property tax bill(s)
  • Copy of fire insurance declaration page(s) with annual premium
  • Copy of driver’s license (or picture ID)

You will receive an email with a link from Floify, a safe and secure portal, where you can submit your paperwork and documents to us electronically. Once you complete the application you will receive a request to sign two documents, the Borrower Authorization Form and Credit Card Authorization Form. This will allow us to pull your credit.

We are excited to work with you and look forward to helping you navigate the financing process.

Please contact us if you have any questions.

Please send all documents to Vic Shura at

For more information on what your rate is, please check out our section titled: “What is my rate”

Printable Documents:

Click Here to Download Borrower Authorization Form

Click Here to Download Credit Card Form