Required Documentation

The following is a general list of what documentation needs to be supplied.

  • 2 years most recent federal tax returns (all pages)
  • 2 years W-2’s
  • 2 months banks statements (all pages)
  • Sales contract (if a purchase)
  • 1 form of identification
  • Copy of most recent mortgage statement as well as homeowners insurance declaration page (if a refinance)

Additional documentation may need to be provided depending on your specific situation. Contact me to discuss your individual transaction.