Mortgage Checklist
The following information or documents will be required during your loan application process:
- Executed purchase contract, including property addendum, signed by all parties
- Most recent paystub that contains a minimum of 30 days of income received
- Copies of last 2 years personal tax returns, including copies of all schedules and W-2's
- Self Employed Borrowers-copies of last 2 years of corporate tax returns, schedules and K-1's
- All pages of last 2 month's bank statements and investment account statements
- Legible copy of a valid and current Driver's License for each borrower
- Copy of earnest money check
If you currently own Real Estate, the following items will be needed:
- Copy of mortgage statement
- Homeowners Insurance and contact information (HOI)
- Home Equity Line of Credit account information (if applicable)