Checklist for Loan Application

  • 1 month paystubs
  • 2 years W2’s
  • 2 years 1099’s (if applicable)
  • 2 years taxes (all schedules)
  • 2 years 1120’s, 1065’s and K1’s (if applicable)
  • 2 months most recent bank statements (all pages)
  • 2 months most recent retirement statements 401K, IRA, Etc. (all pages)
  • Hazard insurance and invoice paid/due
  • Heloc agreement for subordinating 2nds (if applicable)
  • Mortgage statement
  • Property taxes
  • HOA invoice (if applicable)
  • Hazard and taxes for all rental properties (if applicable)
  • Purchase Contract (if applicable)