Sample Documents from Real Mortgage Specialists Clients

Sample Documents from Our Mortgage Clients

Paystub

Paystubs provided must include the following information:

  • Borrower’s Name
  • Employer Company Name
  • Year-to-date Income
  • Income Paid on Current Pay Stub
  • Date or Date Range of Pay Stub

W2

W2 must be an original document or copy of the original document.

Bank Statement

Bank statements provided must include the following information:

● Borrower’s Name
● Bank or Financial Institution Name
● Ending Balance
● Full Document Including Empty Pages or Those with Minimal Information
● Date Range of Bank Statement

Tax Return

Provided tax returns must be full Federal Tax Returns with the following information included:

● All Submitted Schedules from the Federal Return. Most commonly schedule C and/or E.
● Full Document Including Empty Pages or Those with Minimal Information

*State tax returns will not be accepted, nor are they needed.