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Important Documents

When you're talking about something like a home loan, you know there's going to be some paperwork involved. Before you start the home loan process, it would be helpful to make sure the following information is available:

General:

  • Original pay stubs covering the most recent 30 days
  • Original W-2 forms for the last two years
  • Your last three months financial statements for all non-First Tech asset accounts

If you are self-employed:

  • Copy of your last two years federal tax returns with original signatures
  • Year-to-date profit and loss statements, signed
  • Current balance sheet, signed
  • K-1's for all partnerships
  • Copy of last two years partnership returns for general partners
  • Copy of last two years 1120 returns for corporations or an 1120S for S-Corps

Miscellaneous:
Every borrower is different. Depending on your particular situation, you may be asked to provide various other records as well

 

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