Copies of the following:

• Valid Government ID
  • Most recent 60 days of Asset Statements (checking, savings, and retirement accounts), 
    • All pages please, even if they are intentionally left blank.
    • Kindly note any large or irregular deposits will likely need to be sourced (large cash deposits mainly)
  • Personal and Business Filed IRS Tax Returns for the last two years
    • All pages and all schedules please
  • W-2’s, 1099’s and/or K-1’s for last two years
  • Last 30 days of paystubs, if applicable

If you currently own Real Estate in your personal name, please provide copies of the most recent:

• Mortgage Statement(s)
• Homeowners Insurance Declarations Page(s)
• Property Tax Bill/Statement(s)
• HOA Statement(s), if applicable
• Lease Agreement(s), if applicable

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If you’re refinancing, ignore the list of items below.

Once a property is under contract, please provide copies of the:

• Executed Purchase Contract
• Earnest Money check you will provide to Title
• Option Money check you will provide to Title
• Pre-existing Survey for the subject property, if available, if not, we will order a new one through the Title Company

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