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 DOCUMENTS 

 HELP ME, HELP YOU 

 DOCUMENTS THAT YOU'RE GOING TO NEED: 

PURCHASES & REFINANCES

  • 2 YEARS OF TAX RETURN (MOST RECENTLY FILED)

  • 2 YEARS OF W2'S and/or 1099's

  • 60 DAYS OF BANK STATEMENTS

  • 60 DAYS OF PAY STUBS

  • COPY OF YOUR ID

BUSINESS OWNERS / SELF EMPLOYED

  • 2 YEARS OF BUSINESS TAX RETURNS 

    • If you don't file business tax returns, you can substitute this with 2 years of Schedule C's on your personal tax return

  • YEAR TO DATE PROFIT & LOSS STATEMENT

  • YEAR TO DATE BALANCE SHEET

Always check with your loan officer to determine which documents you will need specifically for your situation.  Every loan is different in its own right and you may not need some of the items above.  If you are unable to locate a necessary document, e-mail me to learn about what your options may be.