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Documents Needed

Buying a home or refinance a property involves a lot of steps and details. Our home financing lists of documents needed can help you prepare your documents to start your loan process. Print them out for quick reference, and share them with your family and friends.

Purchase Transaction

  • Current one month of pay stubs
  • Tax Returns (1040) for 2019 & 2020 including W-2's and/or 1099's
  • All pages of the past two months bank statements on all accounts
  • Sales contract with all proper addendums
  • Social Security Card and Driver's LicenseDrag me to add paragraph to your block, write your own text and edit me
If Applicable
  • Alien Registration card (Green Card) for none U.S. Citizens
  • Corporate Tax Returns (1120s) for 2019, 2020 & 2021 for Self-Employed Borrowers
  • Current Lease (s) For Owned Rental Property
  • If receiving Child Support or Alimony income, provide the past twelve months canceled checks (front and back) or transcript of Circuit Court
  • The entire Divorce Decree and Property Settlement

Refinance Transaction

  • Current one month of pay stubs
  • Tax Returns (1040) for 2019, 2020 & 2021 including W-2’s and/or 1099’s
  • All pages of the past two months bank statements on all accounts
  • Warranty Deed on subject property to be refinanced
  • Title insurance and Survey of subject property
  • Homeowner’s and Flood insurance
  • Copy of the most recent mortgage statement
  • Social Security Card and Driver’s License
If Applicable
  • Alien Registration card (Green Card) for none U.S. Citizens
  • Corporate Tax Returns (1120s) for 2019, 2020 & 2021 for Self-Employed Borrowers
  • Current Lease (s) For Owned Rental Property
  • If receiving Child Support or Alimony income, provide the past twelve months cancelled checks (front and back) or transcript of Circuit Court
  • The entire Divorce Decree and Property Settlement

Download Document Needed

Download a PDF copy of the document needed for your type of transaction..
Purchase Transaction
Refinance Transaction
Address
Capital Trust Mortgage Corp. 7765 SW 87 Avenue, Suite 207Miami, FL 33173 NMLS # 322180
Contact Us
305-668-6100
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Certain restrictions applies loan programs and interest rates are subject to change without a notice. The interest rates are based on conventional loans for purchase or rate and term refinance for primary residence with loan amounts from $300,000 to $726,200, loan to value 80% and minimum credit score 780. Please call for exact rates on your loan amount. Interest rates are subject to change without notice.

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