Loan Document Checklist

This document checklist has the most often requested items that you will need to provide after you complete a loan application.

loan document checklist
  • Pay stubs for the most recent 30 days
  • Personal tax returns for the last two years – all pages
  • W-2’s for the last two years
  • Business tax returns for the last two years (if applicable)
  • K-1’s for the last two years (if applicable)
  • Two most recent bank statements – all pages
  • Most recent 401(k) or retirement account statement
  • Driver’s license or State-issued ID
  • Mortgage statements for any currently owned properties
  • Quote for homeowner’s insurance

Do you have questions about the loan document checklist?

Contact Your BREW Team!