B-Webster Loans
Secure Document Upload Portal
Document Checklist & Upload
Use this page as a guide for required documents and to securely upload them. Submit what you have now — you can return anytime to add more.
Identification +
- Driver’s license (front & back)
- Social Security card (U.S. citizens only)
- If not a U.S. citizen: green card / residency documents (front & back)
Income +
- Most recent 30 days of paystubs (or YTD)
- Most recent 2 years W-2s
- Most recent 2 years tax returns (if applicable)
- If self-employed: 2 years business returns + year-to-date P&L
Assets +
- Most recent 2 months bank statements (all pages)
- Retirement / investment statements (if using for qualification)
- Gift funds documentation (if applicable)
If Purchasing +
- Signed purchase agreement (all pages)
- Agent contact info
- Earnest money documentation (if already paid)
If Refinancing / HELOC +
- Most recent mortgage statement
- Homeowners insurance declaration page
- Property tax info (if you have it)
Note: You’re not required to provide documents prior to receiving a loan estimate.
Brigett Webster
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Upload Documents
Upload what you have now — you can return anytime to add more.
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