(408) 593-6995



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

Required Documents

We need the folowing documents to process your loan

  • 1 Month current paystubs
  •  Latest Federal tax return (all schedules) & W-2 forms
  • Latest consecutive 2 months bank statements (all pages)
  • Home insurance declaration page or insurance agent’s contact information.
  • HOA statement/Contact information ( if applicable)
  • Copy of Visa documents (if not US citizen/Permanent Resident Alien)
  • Copy of Note for 2nd loan/HELOC ( if subordinating junior lien)
  • Copy of solar  panel agreement. (If applicable).   

       If Self Employed 

  • Last 2 Years personal and business tax returns and Sch. K-1 ( if applicable)

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