Document needs list

In order to streamline your Pre-Approval, we have compiled a check-list of items that will help make the loan pre-approval process painless and simple. 

Please provide all applicable documents below: 

  1.  How much money are you looking to put towards your down payment? (purchase transactions only)
  2. *2019/2020 – Copy of filed personal tax returns including all schedules and statements.  Federal returns only; no state returns needed
  3. *2019/2020 – Copy of filed business tax returns for all entities with a 25% or greater ownership interest including all schedules and statements.  Federal returns only; no state needed
  4. *2018/2019/2020 – Copy of K1’s for all entities with less than 25% ownership interest
  5.  2018/2019/2020 – W2s
  6.  2 most recent paystubs (or however many to cover the most recent 30 days)
  7.  2 most recent months’ personal bank statements for all accounts including Savings, Checking, Retirement, Investments, Life Insurance, etc. 
  8.  Copy of insurance declaration page to show annual premium for all properties owned
  9.  Copy of most recent mortgage statement for all properties owned
  10.  Copy of driver’s license
  11. Completed loan application.  You can complete your loan application by clicking on this link:  


*Note: If you have filed 2020 tax returns, provide 2019/2020 tax returns per instructions above.  If you have not filed 2020 tax returns, provide a copy of the 2020 extension plus 2018/2019 tax returns per instructions above.

Please contact us if you have any questions at

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