Log In  |  Contact Us  |  Help
Documentation Checklist

The following documentation is recomended for loan pre-qualification and final approval: 

  • --Pay stubs – most recent that cover a full month (usually two)
  •  
  • --W2(s) for most recent two years
  •  
  • --Personal Federal Income Tax Returns for most recent two years with all pages/schedules
  •  
  • --K1’s – only applicable if you have schedule E income reported on a K1
  •  
  • --Partnership or Corporate Federal Income Tax Returns for most recent two years (Applicable ONLY if you own 25% or more of a company/partnership, etc.)
  •  
  • --Asset (bank) statements – most recent (2 months or 1 quarterly) statement(s) for each account including retirement.  Please include all pages of each statement. Unfortunately most computer screen shots of accounts are not acceptable, look for the "PRINT VERSION"
  •  
  • --Highly legible copy of driver’s license or other photo ID (Patriot Act)

If you currently own Real Estate:

  • --Recent mortgage statement
  • --Home equity account information or statement (if applicable)
  • --Home insurance policy information
  • --Property tax information

 

Usher Financial Group a Division of American Pacific Mortgage Corporation NMLS #1850 #1053700  NMLS #41721
5335 Meadows RD STE 110, Lake Oswego, OR  97035
Toll Free:  (800) 481-6036
Office:  (503) 595-1600
Toll Free:  (503) 595-1610
info@usherfinancial.com
Copyright © 2017 Licensed by the Department of Business Oversight under the CRMLA CA BRE#01215943
Usher Financial a Division of American Pacific Mortgage Corporation NMLS 1850 Branch NMLS 1053700
Privacy Policy  | Security Statement  |  Site Map