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Documents Needed for the Loan Process


Finishing up your prequalification process will require a list of documents, #FromTheDeskofShelly outlines that list here! Scroll down for the full list, too.



Income Documents

W-2 Employees

  • Most recent pay stubs covering a one month period

  • Most recent two years of W-2 forms

Self-Employed or Rental Property Owner

  • Most recent personal and business tax returns with all schedules for the most recent two years

  • Copies of K-1 forms and/or 1099 forms if applicable

Retired

  • Most recent award letters from Social Security Administration and/or Retirement Accounts

  • Most recent two years of 1099 forms


Asset Documents

  • Most recent checking and savings account statements covering the most recent two months (all pages, even if blank)

  • Most recent retirement account and brokerage account statements covering the most recent two months (all pages, even if blank)


Additional documentation may be needed depending on your situation. Some income examples requiring additional documentation are listed below. Please contact us for specific information.

  • Alimony or Child Support Income

  • Veteran or Active Duty Military

  • Foster Care Income

  • Annuity Income

  • Note Income

  • Trust Income

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Direct 210.685.5661

Office 210.499.4200

shelly@pilgrimmtg.com

NMLS# 220989

Pilgrim Mortgage, LLC

1270 North Loop 1604 East, Suite 1101

San Antonio, TX 78232

NMLS# 225091

© 2018 Team Shelly | Pilgrim Mortgage, LLC 

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