Loan Application Checklist

  1. Most recent two years tax returns – all pages and schedules, personal and business returns
  2. Most recent two years w-2’s, 1099’s, and k-1’s
  3. Most recent pay stubs covering the most recent 30 day period
  4. Most recent two months bank statements – checking and savings, and any retirement and/or investment accounts

*You may need additional documents throughout the loan process before a loan is cleared to close