To begin the pre-approval process please provide the following documentation:

  • Loan Application:
  • Copies of your Driver's License(s)
  • 30 consecutive days of your most recent pay stubs
  • 2017, 2018 W-2's
  • 2017 and 2018 Federal Tax returns, including all schedules. (California returns not needed)
  • If you've extended your 2018 taxes, we'll need 2016 & 2017 Federal Returns along with a copy of your IRS extension (Form 4868)
  • Two months recent account statements from all checking, savings and investment accounts (Lender requires all pages - even if blank)
  • Copy of your most recent Mortgage Statement for all properties owned. (If applicable)
  • Copy of your Homeowner Insurance bill for all properties owned. (If applicable)
  • Copy of your Homeowners Association Dues Statement for all properties owned. (If applicable)
  • If any applicant is a Military Veteran, please "Click" the following link: VA Certificate of Eligibility Form
Once we receive this documentation we will run your credit and review your information. If further documentation is needed we will notify you immediately.

For your convenience you can upload, e-mail or fax your documentation to us as follows:


635 Camino de Los Mares, Suite 203

San Clemente, CA 92673

Phone: (800) 797-7781