Pre-Approval Documents Needed

W-2’d borrower

  1. Copy of Front and Back of Driver’s License all borrower’s
  2. Most recent one months’ paystubs
  3. Last two years tax returns and W-2’s
  4. Last two months bank statements for all accounts.
  5. Most recent Retirement or investment statement all pages.
  6. Most recent statement all pages to source any money for down payment or closing costs. (purchase buyers only)
  7. Contact information for all employers last two years
  8. Homeowner’s insurance contact information

Self Employed 

  1. Copy of Front and Back of Driver’s License all borrower’s
  2. Current YTD Profit & Loss for all businesses
  3. Current YTD Balance sheet all businesses
  4. Last two years tax returns all schedules both personal and business
  5. Last two months bank statements for all accounts.
  6. Most recent Retirement or investment statement all pages
  7. Most recent statement all pages to source any money for down payment or closing costs. (purchase buyers only)
  8. Contact information for all employers last two years