Required Documents

Here is a basic list of items that is required to begin the application process with First Wholesale.  Please contact us at 866-688-8850 with any additional questions or concerns.

  • Past two (2) years W-2 statements
  • Pay Stubs covering the last (30) thirty days
  • Most recent monthly bank statements (all pages) 
  • Most recent transaction summary of 401K, IRA, or Mutual Fund Accounts
  • Photocopies of any stocks or certificates of deposits
  • Copy of the purchase and sale agreement
  • If you are currently renting the name and address of your current landlord
  • The most recent tax bill (guestimate if new construction) 
  • Homeowners Insurance information (If you have it)

    For self employed borrowers:

  • Two (2) years signed personal tax returns - including all schedules

  • If self-employed through a corporation, last two years corporate returns as well as a year-to-date profit and loss statement and balance sheet

Different programs require varying amounts of documentation. The loan program you select may require more or less documentation. Please contact us for a free, no-obligation consultation.

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