To complete the Pre-Approval process, please review each line item below and submit the applicable documents to our team. For Canadian borrowers, scroll down or click here.

To complete a mortgage application, click here to apply online.

Standard Loan Application Documentation

• 2 Forms of government-issued id (driver’s license, passport, social security card, etc.)
• 2 Years most recently-filed W-2s and/or 1099s
• 2 Years most recently-filed federal tax returns
• Current paystubs to cover most recent 30 day period
• Additional income source documentation: social security,
  pension, interest/dividend, child support, alimony, etc.
• If divorced: Please provide all pages of the divorce decree
• Current/Previous landlord contact information
• Current mortgage statements for all financed properties owned
• If taxes & insurance for properties owned are not impounded,
  please provide copy of tax & insurance bill(s)
• Rental agreements for all investment properties not listed on schedule “E” of tax return
• 2 Months most recent & consecutive bank statements (all pages)
• 2 Months most recent & consecutive statements for all other asset accounts: Brokerage, stocks, bonds, 401K, IRA, miscellaneous retirement accounts, etc. (all pages)

**Please identify which account(s) your down payment will be coming from.

Additional Documents If You Are Self-Employed (as applicable)

• 2 Years most recently-filed corporate, partnership or business tax returns for all businesses in which you hold more than 25% ownership interest
• Year-to-Date profit and loss statement and balance sheet for all businesses owned
• Current business license or letter from accountant to validate minimum 2 years self-employment

Canadian Borrower Pre-Approval Document Checklist

To complete the Pre-Approval process, please review each line item below and submit the applicable documents to our team.

To complete a mortgage application, click here to apply online.

Canadian Borrower – Standard Loan Application Documentation

• 2 Forms of government-issued id (driver’s license, passport, social security card, etc.)
• 2 Years most recently- filed T-4’s
• 2 Years most recently- filed tax returns (federal)
• Current paystubs to cover most recent 30 day period
• Additional income source documentation: social security,
  pension, interest/dividend, child support, alimony, etc.
• If divorced: Please provide all pages of the recorded divorce decree
• Current /Previous landlord contact information
• Mortgage statements for all financed properties owned
• If taxes & insurance for properties owned are not impounded,
  please provide copy of tax & insurance bill(s)
• Rental agreements for investment properties not listed on tax return
• 2 Months most recent & consecutive bank statements (all pages)
• 2 Months most recent & consecutive statements for all other asset accounts: Brokerage, stocks, bonds, 401K, IRA, miscellaneous retirement accounts, etc. (all pages)

**Please identify which account(s) your down payment will be coming from.

Canadian Borrower – Additional Documents If You Are Self-Employed (as applicable)

• 2 Years most recently-filed corporate, partnership or business tax returns for all businesses in which you hold more than 25% ownership interest
• Year-to-Date profit and loss statement and balance sheet for all businesses owned
• Current business license or letter from accountant to validate minimum 2 years self-employment