(305) 834-8528 kali@newmeyermortgage.com

Documents you will need

Kali Evans Mortgage Lender Florida KeysPROPERTY INFORMATION (if you already have a contract on a house)

  • Purchase Agreement.
  • Copy of check showing deposit funds held in escrow.
  • Homeowners Insurance quote, or declaration page


  • Pay stubs for the last 30 days
  • For the past two years:
    • Tax Returns
    • W-2’s
  • Last 2 months of statements for each bank, mutual fund, and/or investment account for the last two months
  • If you have any large deposits to your accounts:
    • Explanation of source for deposit
    • If large deposit was a gift:
      • signed gift letter (lender can supply).
      • Copy of gift check
      • Copy of deposit receipt
    • If you own more than 25% of a business:
      • Corporate or partnership tax returns
    • If self-employed:
      • Tax returns for the last two years (with schedules).
        • Year-to=Date Profit and Loss Statement prepared by an accountant.
      • If you own rental property:
        • Current rental agreements
      • If are retired:
        • Pension Award Letter
      • If you receive Social Security:
        • Social Security Award Letter
      • If you are counting child support as income:
        • Copy of divorce settlement
        • Copy of twelve months of canceled child support checks


  • Updated statements on all current loans
    • Mortgage Statements
    • Student Loans
    • Credit cards


  • Copy of DD 214
  • Certificate of Eligibility


  • Photo ID
  • Social Security Card
  • Residences addresses for the past two years
  • If you are not a citizen, a copy of the front and back of your green card