Loan Application Checklist

Below you can find the documents needed in order to start your Loan Application

Salaried Employee
  • Paystubs for the last month
  • W-2’s for the last 2 calendar years
  • Last three months bank statements for all significant bank accounts
  • Last three months securities statements, if applicable
  • Most recent IRA or Pensions Statements, if applicable
  • Mortgage Coupon/Landlord Information
  • Tax Returns and K-1’s if commission, bonuses, dividends, rental income, etc. is needed to qualify
  • Corporate and/or Personal Tax Returns may be required if applicant owns 25% or more of certain entities
Self Employed
  • Last 2 years Personal Tax Return (1040’s)-Complete copies, including W-2’s
  • Last 2 years Corporate Tax Returns (1120’s)-Complete copies
  • Business profit and loss statement for current calendar or fiscal year
  • Last three months bank statements for all significant bank accounts
  • Last three months Securities statements, if applicable