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.