Most recent transaction summary of 401K, IRA, or Mutual Fund Accounts (If Applicable)
Photocopies of any stocks or certificates of deposits (If Applicable)
Copy of the purchase and sale agreement
Copy of your drivers license or indentification card
If you are not a United States Citizen: please provide a greencard or other documentation supporting legal residency
If you are currently renting: either 12 months canceled rent checks or the name and address of your current landlord
If divorced: a fully executed divorce decree
For a refinance...a copy of the deed and most recent tax bill
A copy of your most recent hazard insurance policy
For self employed borrowers, employed in sales, paid by commission, or owns rental real estate:
Two (2) years signed personal tax returns - including all tax return schedules
If self-employed through a corporation, last two years corporate tax returns as well as a year-to-date profit and loss statement and balance sheet
Different programs require varying amounts of documentation. The loan program you select may require more or less documentation. Please contact us for a free, no-obligation consultation.
