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Use Our Handy Checklist

For your convenience, we have put together a checklist of documents which are helpful in processing a mortgage loan application. 

 

- Employer name & address - past two years

- Deposit Accounts - Bank names, account #'s, balances

- Open loans/mortgages - creditor name, address, & account #'s

- Credit Cards - Creditor name, balance and payment (Only for cards with outstanding balance)

- Most recent year's W2(s) and most recent pay stub

- Most recent bank statements for all accounts, all pages to each

- Purchase & Sale Agreement (with photocopy of deposit checks)

- Self employed borrowers must provide last 2 years signed federal tax returns, all pages, for both business and personal

Click here to print your Mortgage Checklist