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Documents You Will Need If you are buying, refinancing or applying for an equity loan, you may need the following documents:
1. If you are salaried: provide the last two years W-2 and one month of pay-stubs. 2. If you are self employed: provide last two years tax returns and YTD profit and loss statement. 3. Two months statements from you bank, stock, and mutual fund accounts. 4. Provide a copy of your stock brokerage or IRA/401k accounts that you have. 5. Provide a copy of your divorce decree if applicable. 6.
If not a citizen, provide us with a copy of your green card (front
& back), or if you are not a permanent resident provide us with
your -1 or L-1 Visa. 7. Provide us with your Declarations Page from your Homeowner's (Hazard) Insurance.
Being prepared with your documents, will allow us to speed up your loan approval.
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