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Use Our Handy Checklist

For your convenience, we have put together a checklist of documents which are helpful while processing your mortgage loan application. 
  • Employer name and address (Last two years)
    • Most Recent Year's W2(s) and Most Recent Pay Stub
    • Self Employed Borrowers must provide complete last 2 years signed federal tax returns, for both business and personal (to include ALL pages)
  • Deposit Accounts (Bank names, Account Number's and Balances)
    • Most recent bank statements for all accounts (to include ALL pages)
  • Any Open Loans or Mortgages (Creditor Name, Address and Account Number's)
  • Credit Cards with Outstanding Balances (Creditor name, Balance and Payment)
  • Purchase & Sale Agreement (with photocopy of deposit checks)

Click here to print your Mortgage Checklist