Hello {first_name},

As a follow up to your application, here is the list of documents needed to get ahead of the game & a FULL loan approval/commitment to lend! 
 
You can fax or scan your documents to our team at F: 727.509.8549 or teamhumphrey@grarate.com - if we do not see any documents come through, we will follow up with you within 48 hours. 
 
Thank you for choosing Guaranteed Rate Affinity and our team to assist you with your home loan.  I will be here to get your questions answered and to make sure you have regular updates throughout the loan process.
 
Please do NOT send any of these documents in picture format unless it is your photo ID. All other documents need to be in PDF format as it is more legible and works with our system. You can fax or scan your documents to me from the information provided above:
 
We look forward to assisting you with your mortgage loan needs! 
 
PURCHASE LOAN
 
  • 2018 & 2017 W2's and/or 1099's
  • 2018 & 2017 FEDERAL Tax Returns ONLY – All PAGES
  • Pay stubs covering your most recent 1 Month Payroll
  • Bank statements for all accounts covering most recent 60 days – ALL PAGES
  • 401K/retirement/investment account quarterly statements or most recent 60 days of monthly statements – ALL PAGES
  • Clear and legible copy of Driver's License or state issued ID
  • Copy of current lease agreement – ALL PAGES
Insurance Agent:
Name:
Email Address:
Phone No:
(IF RENTING) –
Landlord name:
Landlord Phone No:
Real Estate Agent
Name:
Email Address:
Phone No:
 
REFINANCE LOAN:
All documents above including current month mortgage statement
Copy of Note and Deed from current mortgage loan – ALL PAGES





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