Loan Application Checklist

In general, the documentation you will need includes:
Check for application fee
Property Information (if you already have a contract on a house)
Purchase Agreement.
Tax returns all schedules for past 3 years  
Business Tax returns

Income & Assets

 
   
 

 

  

 W-2s
Statements for each bank, mutual fund, and/or investment account for the last three months.
Estimated value of personal property and furniture.
   
 

 

  

 

  
 

Signed gift letter (lender can supply).

 Copy of gift check.

 Copy of deposit receipt.
  If you own more than 25% of a business:
 

Corporate or partnership tax returns.
   
 

Tax returns for the last three years (with schedules).

 Year-to-Date Profit and Loss Statement prepared by an accountant.
  If you own rental property:
 

Tax returns for the last two years and current rental agreements.
 
 

 
 

 
 
 

 

 

Debts

 

 

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Miscellaneous

 

 

CTD Consulting LLC. 2504 Timberleaf Dr. Carrollton, TX 75006
Phone: Fax:

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