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Document List

 Below is a list of common documents needed to complete your loan process.  Please note, this is not meant to be an exhaustive list and additional items will likely be required for full approval

  • 2 most recent pay stubs
  • 2015 & 2014 Tax Returns - all pages of each (business tax returns as well if 25% owner or more)
  • 2015 & 2014 W2’s (1099’s / K1’s if applicable)
  • Copy of your driver’s license – take a photo of your DL with your mobile & send by either text or email
  • 2 year employment history (employer name, local address, main phone number, position/title and estimated dates employed)
  • 2 most recent bank statements (all pages of each)
  • Most recent statement for 401K, IRA, stocks, etc (all pages of each)

Only If applicable:

  • Number and ages of dependents
  • Fully executed divorce decree if divorced in the past 10 years
  • Do you pay alimony or child support, if yes how much?
  • Bankruptcy papers if filed in the past 10 years
  • Taxes and insurance information for any investment properties that you own


Jeff Jannasch, EVP | Branch Manager NMLS #169224
Town Square Mortgage & Investments, Inc. NMLS ID 144975
17300 Dallas Parkway Ste. 1030, Dallas, TX  75248
Direct:  (972) 292-7599
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