What You’ll Need to Apply
We request documents only after you receive a Loan Estimate and confirm your intent to proceed.
The following documents may be requested to obtain a new mortgage loan:
Additional items (such as tax returns for self-employed borrowers, or a note and deed of trust for a refinance) may be required. Your loan officer will provide a specific list for your loan.
Questions About Documents?
Your loan officer will walk you through exactly what's needed.
Secure & Confidential • Quick Process • No Obligation
Gather Once, Close Faster

Ready to get started? Our licensed team makes the process simple. We compare your options and explain each one in plain language. There is no pressure and no obligation.
Why preparation shortens closings
Files stall on missing paperwork more than any other cause. This checklist exists so your loan never waits on a document hunt.
Upload everything through our secure portal — never email attachments — and your loan officer confirms receipt the same day.
We proudly serve homebuyers, homeowners, and investors across Texas. Our office sits at The Star in Frisco. We are fully licensed under NMLS #2692844. Above all, we want to help you make a confident, well-informed decision.
Have a question before you begin? We are happy to help. Reach out today and a friendly loan officer will walk you through the next steps.
Also, you can review independent tips from the Consumer Financial Protection Bureau. When you are ready, request your free quote today.
