We've asked you to send these over. Here's exactly what's needed and two ways to get them to us.
You're almost there. Gather the documents listed below and send them using whichever method is easiest for you. If you have questions about any item, call or text our team.
Documents to send
Photo of driver's license (or other government-issued photo ID)
Last 2 months' bank statements
Last 2 months' stock or investment account statements (if applicable)
2024 & 2025 W-2s or 1099s
Last 2 years' filed federal tax returns (all pages)
Most recent 2 pay stubs
Current mortgage statement (if you own a home)
How to send them
Option 1
Email Jordan directly
Attach your documents and send to Jordan's email. He reviews everything personally.
