Pre-Approval Checklist

  • Date of Birth 
  • Social Security Number
  • Residence addresses for the past 2 years 
  • Names and addresses of each employer for the last 2 years and the position(s) you held
  • Pay stubs for the last 30 days
  • W-2's for the last 2 years
  • Federal Tax Returns (1040's) for the last 2 years, please include all schedules
  • Statements for each bank, retirement, and/or investment account for the last 2 months, please include all pages
  • Government issued photo ID (Driver's License, Passport, etc.)


Have questions about what is needed to apply for a loan? Call us at 707-290-5167. We are here to help!

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