Checklist of Documents Needed

**We know this information can come off overwhelming, but we are here to help! We are just a phone call or email away. Our goal as a team is to make this process enjoyable and as smooth as possible for all parties involved. Collecting the items below upfront allows us to provide you with the most detailed qualification possible.**

 Driver’s license

 2 months of Bank Statements on ALL accounts (ALL pages-including blank pages, must show account number, and name must be stated)

 One month’s most recent pay stubs (both borrower's) 

 W-2’s and Tax Returns (of the last 2 years)

 2 years of full tax returns (ALL pages and ALL schedules)

 2 years of full business tax returns (All Pages and All Schedules- please include k-1s)- only if applicable

 Most Recent Asset Statements-All Pages (Checking, savings, 401k, Stocks, etc…)

 Real Estate Agent's Contact information

 Purchase Agreement/ Contract (if available)

 Landlord (contact name & phone number)

PLEASE NOTE: THESE ITEMS CANNOT BE A SCREEN SHOT/PHOTO except for Driver’s License.