Sample check list for what you will need.
All Transactions
1 Month Current Pay Stubs
2 Years W-2’s
2 Months Bank Accounts
Recent Quarterly Investment Accounts
Copy of Drivers License
If Refinance
Mortgage Statement
Proof of Annual Taxes & Insurance
If Purchase
Fully Executed Contract of Sale
Down Payment Check. Front & Back.
Name, Phone, Email, Address of Attorney
If Self-Employed or Landlord
2 Years Personal and Business Returns Current (Both)
Mortgage Statement
Proof of Annual Taxes, Annual Insurance for all properties(L)
Current Year Profit & Loss Statement (S-E)
Letter from Accountant (S-E)
