What to gather
Bank statement checklist
Gather what you can before we talk. Missing pieces are fine. We will sort what actually applies.
- Personal or business bank statements
- Photo identification
- Proof of business ownership
- Housing history
- Information about reserves
- The property address, or the area you are considering
This is a generic list. It is not a commitment to lend, and it does not mean every item will be required. What a lender asks for varies by lender, property, and borrower.