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American Home Equity Required Documentation Checklist

In order to process your loan in a timely manner please supply copies of all applicable documents via fax to your loan consultant within the specified time requested.

Required documentation for all loan types:

  • Recent mortgage statement or coupon for 1st and 2nd mortgage (if applicable)
  • Note for 1st and 2nd mortgage (if applicable) (sample supplied)
  • Homeowner’s insurance declaration page
  • Signed Authorization Form (supplied by American Home Equity)
  • Signed Formal Lock-In Agreement (supplied by American Home Equity)

If a salaried employee:

  • Most recent paycheck stubs (30 days or 2 stubs)
  • Last Years’ W-2 Form

If a commissioned employee:

  • Last two (2) years’ personal Federal Income Tax returns (1040’s)
  • Last two (2) years’ 1099’s

If self-employed:

  • Last two (2) years’ personal Federal Income Tax returns (1040’s)
  • Copy of business license

If there is a homeowner’s association (HOA):

  • HOA statement including name, address, and phone number of HOA or Management Company

Rob Gillon

Mike Pacheco

Alan Kunski

Mark Pembrook

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