The specifics will depend on your unique situation, but typically, the following documents are required:
- One to two years’ tax returns via a Form 4506-T
- Proof of income - paystubs, W2’s, 1099, etc.
- One to two months of bank statements and other assets
- Gift letters, if applicable
- Rental history, if applicable
We may need other documentation, but at least be prepared with the first three docs listed in the previous sentence.