Documents Needed
Buying a home or refinance a property involves a lot of steps and details. Our home financing lists of documents needed can help you prepare your documents to start your loan process. Print them out for quick reference, and share them with your family and friends.
Purchase Transaction
- Current one month of pay stubs
- Tax Returns (1040) for 2022 & 2023 including W-2's and/or 1099's
- All pages of the past two months bank statements on all accounts
- Sales contract with all proper addendums
- Social Security Card and Driver's LicenseDrag me to add paragraph to your block, write your own text and edit me
If Applicable
- Alien Registration card (Green Card) for none U.S. Citizens
- Corporate Tax Returns (1120s) for 2022 & 2023 for Self-Employed Borrowers
- Current Lease (s) For Owned Rental Property
- If receiving Child Support or Alimony income, provide the past twelve months canceled checks (front and back) or transcript of Circuit Court
- The entire Divorce Decree and Property Settlement
Refinance Transaction
- Current one month of pay stubs
- Tax Returns (1040) for 2022 & 2023 including W-2’s and/or 1099’s
- All pages of the past two months bank statements on all accounts
- Warranty Deed on subject property to be refinanced
- Title insurance and Survey of subject property
- Homeowner’s and Flood insurance
- Copy of the most recent mortgage statement
- Social Security Card and Driver’s License
If Applicable
- Alien Registration card (Green Card) for none U.S. Citizens
- Corporate Tax Returns (1120s) for 2022 & 2023 for Self-Employed Borrowers
- Current Lease (s) For Owned Rental Property
- If receiving Child Support or Alimony income, provide the past twelve months cancelled checks (front and back) or transcript of Circuit Court
- The entire Divorce Decree and Property Settlement
Download Document Needed
Download a PDF copy of the document needed for your type of transaction..
