To ensure that your loan is processed efficiently, please send me the following ASAP to us. Please be sure to get each of the items to us with all pages as this is what is required and incomplete info may delay your approval/closing.  If you cannot give exactly what is requested, feel free to call me to discuss what else might work.   

You may email, fax to 512-367-5757 or get them physically to me at  Willow Bend Mortgage, 13809 Research Blvd, #802, Austin, TX  78750. We also have a Round Rock location if that’s more convenient.   If you need a runner pick up, please let me know. This is different from my office address.

NOTE:  PHONE PHOTOS OF DOCS will NOT work.

Items needed:

2 years most recent W-2’s and 1099’s  

30 days most recent pay stubs

2 months most recent bank/asset statements, ALL PAGES

2 years most filed recent tax returns/ALL PAGES with k-1’s.  PLEASE SIGN THE 2ND PAGE BEFORE YOU SEND TO US. 

2 years business tax returns/ALL PAGES if you own 25% or more of a business.

YTD Profit and loss/balance sheet for business for 2015 if you own 25% or more.

Documentation for any other income such as retirement, social security, trust income

Copy of Driver’s license and Social Security Card or Passport 

Copy of entire RECORDED Divorce Decree if you pay Child support/alimony or receive child support or alimony.

VA Loans will require Certificate of Eligibilty and DD214

Just a note…because of the things you’ve been reading about the mortgage market, underwriting over all is rather inflexible. It is imperative that you disclose all info. Lack of disclosure will result in unpleasant surprises later.  New Federal regulations require us to do a full records search for anywhere you’ve ever lived.   Please note this is market conditions and not you, but we will have to comply to meet federal standards.  We will do our best not to make this difficult for you.


Quick Quote

Please fill out the form below to get a quick quote on your loan needs.

Basic Loan Information