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When applying for a loan, you will need to produce the following documents:


·         Clear copies of photo ID and social security card

·         Most recent 3 months of personal bank statements from each account – all pages

·         Most recent statements for all asset accounts – 401(k), stock, etc.

·         Thirty days worth of paycheck stubs

·         Last two years complete tax returns (all schedules and W-2s)

·         Current lease agreement for primary residence (if currently renting)

·         Existing lien’s note, deed of trust, and settlement statement (if currently own primary residence)

·        Homeowner’s insurance agent's contact information



Other documents may be needed depending on the individual loan

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