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The following is a simple list
of information needed to obtain a loan approval:
Income
- Current paystub(s) with
year to date (YTD) earnings
- Most recent two year's W-2's
Self Employed
- Year to date profit &
loss (unaudited)
- Most recent two year's 1040
tax returns
- Most recent two year's corporate
tax returns if applicable
Assets
- Two most current bank/brokerage
statements
- Copy of most recent quarterly
401k / IRA statement(s)
- Stock option summary
- If you are receiving
gift funds for a down payment, we will provide the form
and instructions.
Misc.
- Divorce decree, child support
order and property settlement agreement
- Resident alien "green"
card
- Bankruptcy discharge papers
- Name & phone number
of your home insurance agency
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