Organize Your Documents

A properly documented loan application makes your loan process go smoothly. This checklist will help you gather your paperwork. Once you have your documents gathered I will be able to assist you in completing your loan application.

• If you are salaried: provide W-2's for the previous two years and one month of pay stubs. If you are self-employed, provide tax returns for the previous two years, including all schedules, and a YTD profit and loss statement.
• If you own rental property, provide recent rental agreements and tax returns for the previous two years, including all schedules.
• To speed up the approval process, please provide your most recent bank statements and recent statements for stock, mutual funds and IRA/401K accounts.
• If applicable, provide a copy of your divorce decree and settlement agreement.
• If you are NOT a US citizen, provide a copy of your green card (front & back). If you are NOT a permanent resident provide a copy of your H-1 or L-1 visa.
• If any borrower has filed bankruptcy, provide the Discharge Notice, Filing and Schedule of Creditors.

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