Loan Resources

Items Needed for Pre-Approval

• W2s from the last two years 
• 1040 Federal Tax Returns from the last two years (all pages) 
• If you are a business owner, you will need business tax returns and K1s 
• 2 most recent paystubs 
• 2 months of recent statements for all assets (checking, savings, money market, retirement, etc.) 
• Driver’s license or passport 
• Other documentation may include: offer letter for employment, school transcripts, social security or pension award letters, divorce decree, bankruptcy papers, short sale documentation. 

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