Checklist of Documents Needed

**We know this information can come off overwhelming, but we are here to help! We are just a phone call or email away. Our goal as a team is to make this process enjoyable and as smooth as possible for all parties involved. Collecting the items below upfront allows us to provide you with the most detailed qualification possible.**

 Driver’s license

 30 days most recent paystubs

 2 years W2s

 2 years of full tax returns (ALL pages and ALL schedules)

 2 years of full business tax returns (All Pages and All Schedules- please include k-1s)- only if applicable

 2 months of Bank Statements on ALL accounts (ALL pages-including blank pages, must show account number, and name must be stated)

 Most recent 401k IRA, etc. quarterly statement


PLEASE NOTE:
THESE ITEMS CANNOT BE A SCREEN SHOT/PHOTO except for Driver’s License.