Loan preparation

Documents needed for your loan approval.

Gather these six items before your loan review so Morgan can keep your file moving.

  1. 01
    Income

    Your 2 most recent paystubs

  2. 02
    Employment & rental income

    The last 2 years of W-2s and/or tax returns if you are self-employed or a landlord

  3. 03
    Assets

    Your 2 most recent bank statements, including every page

  4. 04
    Insurance

    Your home fire insurance policy declaration page

  5. 05
    Identification

    A copy of your driver’s license or other ID card, plus your green card or work visa when applicable

  6. 06
    Purchase

    The fully executed purchase contract for a purchase loan

Call 408.320.8080