The lender requires you to document your liquid cash reserves and
your real estate holdings.
Documents needed for pre-approval
Most recent, complete, all pages, asset statements.
Two months asset statements.
(remember, all four corners, ledge-able)
checking and savings, retirement, investment
These must be statements, not computer printed activity sheets. Statements are the documents you receive
(or used to) in the mail every month.
They have the institutions and your name and address.
Do you have any large unusual deposits
in your checking or savings,
if so, they must be documented, ask us how.
What properties do you own?
The addresses of all properties owned
A copy of your current monthly mortgage statement,
The most recent summer and winter tax bills
and yearly homeowner’s insurance bill.
(all properties owned)