Documents Requested

Documents We Need For The Loan Process

Below is the list of items requested to best analyze your options:

  • Most recent 2 years federal tax returns (both borrowers, all pages)
  • Most recent 2 years W-2’s, 1099s (both borrowers)
  • Two months most recent bank statements for all bank accounts (all pages, even blanks)
  • Most recent pay stubs (both borrowers, covering 30 days)
  • Most recent quarterly statements for all retirement and investment accounts (401k, IRA, stocks, etc)
  • Most recent mortgage statement for all properties owned
  • Homeowner insurance for all properties owned

For your convenience you can securely email all your documents, or contact us to stop by our office with the originals and we would be happy to make copies for you!

Please call us with any questions, any time!

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