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Document Check List

Here are the documents we will need for underwriting:

1. 1003 Loan Application 

2. Last Two Paystubs

3. Last 2 months of your personal bank statements (all accounts, all pages, even if blank)

4. Last 2 months of your ASSET/RETIREMENT statements (all accounts, all pages, even if blank)

5. 2021, 2020 1040 Federal Tax Returns (all schedules)

6. If RSU income is being received, a copy of your RSU Vesting Schedule and Agreement

7. Contact information your employer(s) so we can verify employment: Please provide name, phone number and email

8. Current Mortgage Statement for ALL PROPERTIES

9. Current HOA Statement/Coupon for all properties that are condo/townhome

10. Current Insurance Statement for all properties owned

11. Current Rental Agreement for properties currently leased.