Mortgage Checklist
The following information is usually required during the loan process but your loan officer will provide you with a list specific to your application:
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Your Social Security Number
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Copy of your driver license
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Current pay stubs for last 30 days
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W2s for last 2 years
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Tax Returns for the last 2 years
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If self employed - business tax returns for the past two years
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Bank statements for the past two months (all pages of each stmt)
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Investment account statements for the past two months (all pages of each stmt)
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Retirement account statements for the past two months (all pages of each stmt)
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Loan account information for any liabilities not listed on your credit report
If you currently own Real Estate:
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Mortgage statement for all properties owned
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Home insurance policy information for all properties owned
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Property tax bill for all properties owned
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Home Owner's Association bill for all properties owned (if applicable)
Apply now for an Exceptional Mortgage Experience