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Required Documents

In an effort to help you organize your personal documents to obtain a home loan, the following information is typically required during the loan process:

  • Current Pay Stubs (Most recent 30 Days worth of paystubs)
  • Last 2 Years W-2s and/or 1099’s if applicable
  • Tax Returns For The Past Two Years – Including All Schedules With Any Associated W-2s, K-1s, Or 1099s
  • Bank Statements For The Past Two Months – All Pages
  • Investment Account Statements For The Past Two Months – All Numbered Pages
  • Retirement Accounts Statements For The Past Two Months – All Numbered Pages
  • Copy of Driver’s License For All Loan Applicants
  • Divorce Decree and Martial Settlement Agreement (If Applicable)

If you currently own Real Estate

  • Copy Of Most Recent Mortgage Account Statement For All Properties Owned.
  • Home Insurance Policy Information
  • Home Equity Account Information (If Applicable)
  • Copy of Property Tax Bill For the Most Recent Year
  • Most Recent HOA Dues or Statement