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Mortgage Checklist

The following information is usually required during the loan process:

  • Social Security number, date of birth
  • Current pay stubs-dated within 30 days of application
  • Most recent 2 years W2s, 1099s, pension award letter or SSA/SSI statement
  • 2 years personal federal tax returns(all schedules & pages)
  • If self employed, most recent 2 years business federal tax returns(all schedules & pages)
  • Bank, investment & retirement statements for the past two months (all pages)
  • Most recent statement for any credit card, auto loan or other debt being paid off with loan proceeds

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)

If purchasing a new property:

  • Fully executed Purchase & Sales Agreement
  • Real Estate Agent & Agency contact information



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