Loan Checklist

Borrower Co-Borrower Document
Last two years Federal Income Tax Returns
Most recent two years W2’s
Most recent two years 1099’s (for all jobs)
Two recent and consecutive pay stubs <30 days old
Two months bank statements < 60 days old (include all pages)
Asset Statements (401k, stocks, savings, mutual funds)
Clear copy of driver’s License(s)
Clear copy of social security card(s)
Copy of homeowner’s declaration or agent’s name and phone number
Current mortgage Note (Refinances loans only)
Mortgage Statements for all mortgages including 2nd mortgages and rental properties
Current lease for any rental properties
If self-employed, most recent two years business returns and K1 schedules
Additional documents may be required.