REQUIRED FOR PURCHASE PRE-APPROVAL

Ø One Month Most Recent Paystubs

Ø Two Years Most Recent W2’s

Ø Self Employed Need Two Years Most Recent Business & Personal Tax Returns Incl All Schedules all K1

Ø Self Employed also need quarterly Profit & Loss Statement

Ø Two Months Most Recent Bank Statements (Checking, Savings, CD, 401k, IRA etc)

Ø Copy of Driver’s License & Security Card or Alternative Doc like Birth Certificate

REFINANCE ONLY

Ø CD (Closing Disclosure)

Ø Copy of Mortgage Statement

Ø Copy of Home Owners Insurance Declaration Page

Ø Copy of County Tax Bill

Ø HOA Fee. Need Document showing annual amount (If there is HOA Fee)

BORROWERS WITH MORE THAN ONE MORTGAGE

ON CREDIT REPORT

Ø Addresses to each property stated on Tax Return and Credit Report

Ø CD (Closing Disclosure)

Ø Copy of Mortgage Statement (All Properties with loan)

Ø Copy of Home Owners Insurance Declaration Page (All Properties)

Ø Copy of County Tax Bill (All Properties)

Ø HOA Fee. Need Document showing annual amount (If there is HOA Fee)