Loan Document Preperation

Documents to Prepare for your Loan Process:

  1. Social security number 

  2. Proof of employment

  3. Proof of income

  4. Tax documents

  5. Bank account information

  6. Credit information. 

  7. Gift letters. 

  8. Monthly expenses. Some mortgage companies will ask for an itemized list of your monthly payments. This list might include your rent, credit cards, student loans, etc. It helps them evaluate your debt-to-income ratio and your ability to repay the debt.

  9. Self-employment documents. 

Access your account with Heritage Title Group through our portal and upload your loan documents linked to your account: