Items To Bring to Appointment

The items below are required in order to complete your loan application, please provide all applicable documents in a timely manner.

 

All documents must be dated within 60 days of closing, updated documents may be required throughout the loan process.

 

  • q Two consecutive computer generated pay stubs for most recent 30 days
  • The paystubs must show Year to Date income (if they do not, please advise us as soon as possible)

     

    • q 2013 & 2014 W-2’s
    • q 2013 & 2014 personal federal tax returns with all schedules
    • q 2013 & 2014 business federal tax returns with all schedules
    • q Most recent 2 consecutive months of bank statements for all bank accounts.
  • ALL PAGES of statements are required, no exceptions.
  • Please note that any non payroll deposits to your checking/savings account will need

    to be documented and explained.

     

    • q Last 2 months Investment/Retirement account statements

       

  • ALL PAGES of statements are required, no exceptions.
  • Please note that any non payroll deposits to your checking/savings account will need

    to be documented and explained.

     

    • q Current Mortgage Statement for all financed properties (if applicable)

       

    • q Copy of Home Owners Insurance Declarations Page for all Real Estate Owned

       

    • q Copy of current years property tax statement for all Real Estate Owned

       

    • q All Bankruptcy Papers, Filling & Discharge Documents
    • q Divorce Decree and/or documents to show alimony/child support judgment’s
    • q Current year award letter to verify Social Security / Disability Income
    • q Legible Copy of Photo ID and Social Security Card
 

 

For any questions regarding the required items above please contact us (541) 683-3300