Document List

DOCUMENTS LIST


Please submit all applicable items


Documents needed:

□ Paystubs for the last 30 days 

□ W-2s and 1099s for the last 2 years

□ Federal income tax returns for the last 2 years, including all schedules and attachments

□ Government-issued photo ID and if applicable, resident alien card

□ Last 2 bank statements for all bank accounts (borrower and co-borrower)

□ Last 2 investment account statements (borrower and co-borrower)

NOTE

Please provide all statement pages, even if blank

Already a homeowner? If so, please provide: 

□ Current mortgage statement

□ Current property tax bill

□ Recent homeowners insurance statement

□ Recent HOA statement

If renting, please provide: 

□  Lease agreement

□  Last 2 years of rental/landlord history

If applicable:

□ Gift funds—gift letter/documentation

□VA applicant—provide DD-214 if discharged, or

 statement of service if active duty

□ Divorced—divorce decree or legal

 separation agreement

□ Paying or receiving child support—copy of court

 order and proof of payments

□ Bankruptcy in last 7 years—complete copy of

 bankruptcy papers, including schedule of debtors

 and discharge

□ Foreclosure or short sale in past 7 years—complete

 property address of foreclosure/short sale

□ On an IRS repayment plan—copy of plan

□ Retired—award letter or retiree statement for any

□ Social Security, retirement or pension income;

 last 2 years of 1099s

If self-employed: 

□ YTD profit/loss statement

□ Balance sheet

□ Last 2 years of business tax returns

Have questions?

We're here for you so give us a call anytime 720-892-0422.

We are completely digital! Upload all your documents using

our mobile app, S1 Connect. You can also send documents by

email, fax or by scheduling an appointment at our office.

Please note that there may be more documents we need

during the course of your loan. We will reach out based

on your situation.

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