Mortgage Document
Checklist
Providing the following information will enable us to expedite your mortgage loan request.
This may be more than enough information but is requested in order to minimize follow up. If you have any questions regarding the information requested, please ask.
Pay stubs from the most recent 30 days (most recent LES if military)
All W2s and/or 1099s from most recent 2 years
Signed copies of complete, Federal tax returns with all schedules from most recent 2 years
Signed Year-to-Date Profit & Loss Statement, through at least most recent Quarter if self-employed
Award letter if receiving Social Security, Retirement or Disability income
Bank statements from most recent 2 months (all pages)
Investment and/or Retirement statements from most recent Quarter, if applicable (all pages)
Address, estimated value and property tax information on all real estate owned
Most recent mortgage statement and insurance declarations page on all real estate owned
All current leases for all rental property owned
Insurance agent’s name and phone number (and copy of Declaration Page if refinancing)
Copy of complete Bankruptcy and Discharge papers, if applicable
Copy of divorce decree and/or court order for child support received, if applicable (if including)
Copy of complete Purchase Agreement, all addendums and Property Disclosure, if a purchase
Copy of canceled earnest money check, front and back, if applicable
Name and phone number and/or email of your real estate agent, if applicable
If refinancing, copy of Closing Statement from closing on current loan
If VA, Copy of DD214 or orders
Copy of Driver’s License or State or Military ID