(408) 593-6995



Check the list of all Documents and be ready to submit!

Required Documents

     We need the following documents to process your loan

  • 1 Month current paystubs
  • 2018,2019 W-2 forms
  • 2 Months current bank statements
  • Latest mortgage statement for all properties
  • Home insurance dec. page or insurance agent’s contact information
  • HOA statement/contact information ( if applicable)
  • Copy of Visa document ( if other than US citizen)
  • Copy of solar Panel agreement ( if applicable)
  • Copy of trust certificate ( if applicable)       

    If Self Employed 
  • 2 Years personal and  business tax returns and Sch K-1 ( if applicable)

           If Owns multiple properties

  • Latest tax return ( federal, all pages)

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