Loan Resources

Items Needed for Pre-Approval

When you prepare for the pre-approval process, make sure you have these items ready to go to make things go faster:

• W2s from the last two years 
• 1040 Federal Tax Returns from the last two years (all pages) 
• Business tax returns and K1s (for business owners only)
• 2 most recent paystubs 
• 2 months of recent statements for all assets (checking, savings, money market, retirement, etc.) 
• Driver’s license or passport 
• Other documentation we might need may include:
• Offer letter for employment, school transcripts, social security or pension award letters, divorce decree, bankruptcy papers, and short sale documentation