Document Upload Center

Income Documentation:

  • 30 Days Most Recent Paystubs-showing year to date earnings (All Borrowers)
  • W-2 or 1099 forms-most recent two years (All Borrowers)
  • IF YOU ARE SELF EMPLOYED, please also send 2 years personal FEDERAL tax returns any applicable Business returns and copies of your K-1's.

Assets:

  • List of assets, including bank statements, mutual fund statements, brokerage statements and records of other investments or assets, AS APPLICABLE.
  • 60 days' worth of statements (Credit Union, Bank or both) for all accounts you may need to document.

Miscellaneous:

  • Current mortgage statement
  • Homeowners insurance agent (name and phone number)
  • Copy of Driver's License(s)
  • Bankruptcy docs (if applicable)
  • Full Divorce decree and separation agreement (if applicable)
Hours of Operation
Monday; Thursday 8:30 AM - 4:30 PM
Friday; 8:30 AM - 5:00 PM
Regulated by The State of Nebraska Department of Banking and Finance. We do business in accordance with the Fair Housing Law and Equal Credit Opportunity Act. - NMLS# 882798
©2024 Potter State Bank Mortgage Application