Page 10 - Pre-Approval Folder

LOAN APPLICATION CHECKLIST

Initial Documents needed for the Financing Process

Paycheck Stubs/LES (last 30 days)
W-2 Forms (last 2 tax years)
Bank Statements (previous 2 months)
Copy of Drivers License/Photo ID
Most recent monthly/quarterly account statements for any:

Retirement Accounts
401(K) Plans
Mutual Fund Accounts
Self-Employed:
Signed 2 years personal and business tax returns
Signed profit & loss statement to cover time from previous tax filing
year to current
Balance sheet

Initial Documents needed for the Refinancing Process

Last Mortgage Statement (for all properties owned)
Last HOA/Condo Fee (statement/coupon book)
The “NOTE” for the property you are refinancing

Feel free to
contact me with
any questions!

NMLS: 2229
Union Home Mortgage Corp.