Prepare for your conversation
Document Checklist
Not every document applies to every borrower, but gathering these ahead of time helps us make the most of your consultation.
Use this list to prepare. You can print or save it for easy reference.
To Get Started
- Current Mortgage Statement(s)
- Copy of Homeowners Insurance
- Social Security Award Letter
- Income and Asset Statements (if no SS income) — stocks, pensions, etc. (all pages)
- Bank Statement(s) (all pages of latest 2 consecutive months)
- Full copy of Trust, POA and Conservatorship document (if applicable)
- Copy of Driver’s License or State Issued ID
- Copy of Social Security Card
- *Verify Hot Water Heater is double-strapped
- *Verify Carbon Monoxide/Smoke Detectors are installed
Additional Documents We May Request
- Statements for any additional loans on the property
- HOA statement, if there is one
- Most recent property tax statement
- Investment account statements
- Recent tax returns (as applicable)
- Any other documents requested during your consultation
Have questions about which docs you need?
Walter can walk you through exactly what applies to your situation — no pressure and no obligation.