Loan Resources

We get it. Finding the right home loan and navigating the mortgage process can seem overwhelming. That's where we come in! Here on our Resources page, you'll find the answers to some of the most common questions we receive, as well as some of our helpful mortgage tools!

Items Needed for
Pre-Approval

  • W2s from the last two years 
  • 1040 Federal Tax Returns from the last two years (all pages) 
  • If you are a business owner, you will need business tax returns and K1s 
  • 2 most recent paystubs 
  • 2 months of recent statements for all assets (checking, savings, money market, retirement, etc.) 
  • Driver’s license or passport 
  • Other documentation may include: offer letter for employment, school transcripts, social security or pension award letters, divorce decree, bankruptcy papers, short sale documentation. 

Calculate Your Monthly Payments


Want to calculate your monthly mortgage? Need to know if now is the right time to buy? Check out our calculators, tools, and interactive videos below to learn more. And as always, reach out to us at the Gerhardson Team if you have any questions!


Renting vs Buying

A Typical Payment

Refi Myths

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