Resource

Documents Needed

Send these together on day one and pre-approval moves from days to hours.

Identity & personal

Government-issued photo ID (driver's license or passport)

Social Security number for each borrower

Income — W-2 employees

Most recent 30 days of pay stubs

Last two years of W-2s

Last two years of federal tax returns (all pages, all schedules)

Income — self-employed / 1099

Last two years of personal federal tax returns

Last two years of business tax returns (if applicable)

Year-to-date profit & loss statement (CPA-prepared or self-prepared)

Two years of 1099s (for 1099 contractors)

Assets

Two most recent months of statements for every account you'll use for down payment / reserves — all pages, even blanks

Gift letter (if funds are being gifted) and donor's ability-to-give evidence

Other

Bankruptcy or foreclosure paperwork (if within 7 years)

Divorce decree / child support order (if applicable)

Current lease and landlord contact (if renting)

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