Mortgage Playbook - Flipbook - Page 5
THE PAPERWORK
Preparation is the Separation
TRADITIONAL INCOME
1 month of Paystubs
2 years of Tax Returns
2 years of W2
REAL ESTATE OWNED
Mortgage Statements
HOA Monthly Statement
Insurance Declaration
Trust Documentation
SELF EMPLOYED INCOME
CASH TO CLOSE + RESERVES
Business License
2 months of statements:
Year-to-date P&L Statement
Checking + savings
2 years of Business Tax Returns
401k, IRA
K1's, 1099, etc
Stock, CD, mutual funds
RSU, OVERTIME, BONUS INCOME
Year-end Paystub for 2 years
RSU Agreement
RSU Vesting Schedule
IDENTIFICATION
Drivers license
Visa
Green card
RSU Grants
VETERAN
RETIREMENT INCOME
DD214
Social Security Award Letter
Pension Award Letter
MORE INCOME?
MORE
DOCUMENTATION
