Checklist of Documents Needed

**We know this information can come off overwhelming, but we are here to help! We are just a phone call or email away. Our goal as a team is to make this process enjoyable and as smooth as possible for all parties involved. Collecting the items below upfront allows us to provide you with the most detailed qualification possible.**

 Driver’s license

 30 days most recent paystubs

 2 years W2s

 2 years of full tax returns (ALL pages and ALL schedules)

 2 years of full business tax returns (All Pages and All Schedules- please include k-1s)- only if applicable

 2 months of Bank Statements on ALL accounts (ALL pages-including blank pages, must show account number, and name must be stated)

 Most recent 401k IRA, etc. quarterly statement


PLEASE NOTE:
THESE ITEMS CANNOT BE A SCREEN SHOT/PHOTO except for Driver’s License.


Dave Brown - NMLS # 314516    

260-489-3355 Direct


10351 Dawsons Creek Blvd. Suite F 
Fort Wayne, IN 46
825

Dave Brown is a Residential Mortgage Loan Officer, NMLS #314516, Phone: 260.489.3355, 10351 Dawsons Creek Blvd. Suite F Fort Wayne, IN 46825 Powered by Success Mortgage Partners, Inc., NMLS#63371,  Peoples, Home Equity, Inc. 1801 S. Meyers Rd, STE 500, Oakbrook Terrace, IL 60181, Phone:(888) 558-1827 Information subject to change without notice. This is not an offer for extension of credit or a commitment to lend. http://www.nmlsconsumeraccess.org