Loan Checklist

Help Speed up Your Loan Closing

Your Loan Checklist

To speed up the process of closing your loan, please provide the following documents as soon as possible:

  • Last two years W2′s and/or 1099′s
  • Last two years Federal Tax Returns (1040′s), all pages
  • 30 days worth of pay stubs, including pension or retirement income
  • Most recent month’s checking/savings account statement, all pages required
  • Most recent statement for any IRA’s, 401K’s or stock accounts, all pages
  • Copy of Driver’s License (front and back) and copy of Social Security Card
  • Name & phone number of homeowner’s insurance agent
  • Name and phone number of current and/or previous landlord
  • Copy of Rental Agreement(s) and property tax statement(s) for any rental properties owned
  • Copy of Social Security and/or pension award letters
  • Student loan repayment terms if they are in deferment
  • Signed and Recorded copy of Divorce Decree/Child Support Order (12 months bank statements if receiving support)
  • Complete copy of bankruptcy papers (including all discharge papers)

If Self-Employed:

  • Last two years corporate and/or partnership tax returns: 1065′s, 1120′s, K-1′s
  • Current Profit and Loss statement and balance sheet

Download:  Loan Check-list