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CONGRATULATIONS! YOU'RE ABOUT TO TAKE THE FIRST STEP TOWARD YOUR HOME LOAN. WE RECOMMEND GATHERING SOME DOCUMENTATION FIRST:

ARE YOU A W-2 EMPLOYEE?


- 2 months of paystubs

- 2 years of tax returns & W-2s

- 2 months of asset statements
(your bank, stock, and retirement accounts)

DON'T FORGET!


- Mortgage Statement

- Filed Divorce Decree/Alimony

- Child Support

- Loss Carryforward

- Business Expenses (Schedule 2106)

      

ARE YOU AN INDEPENDENT

CONTRACTOR OR SELF-EMPLOYED?


- Profit and Loss Statement & Balance Sheet

- 2 months of Asset Statements
  (your bank, stock, and retirement accounts)

- 2 years of tax returns, 1099s, K-1, Distributions, & all Schedules for personal & business (if applicable)

LET'S GET TO WORK...

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