Step 1

Choose Your Documentation Checklist

Select the checklist that matches your loan type and employment situation. Download it, gather your documents, and you'll be ready to move quickly once you submit your application.

Purchase

W-2 / Salaried Employee

For buyers who receive a regular paycheck and receive a W-2 form at tax time.

Download Checklist
Purchase

Self-Employed

For buyers who own a business, are a 1099 contractor, or file a Schedule C.

Download Checklist
Refinance

W-2 / Salaried Employee

For homeowners refinancing who receive a regular paycheck and a W-2 at tax time.

Download Checklist
Refinance

Self-Employed

For homeowners refinancing who own a business, are a 1099 contractor, or file a Schedule C.

Download Checklist

Ready for Step 2?

Start Your Application

Once you have your documents gathered, complete your secure online application. It only takes a few minutes.

Start Application