Mortgage Checklist

Having this information ready will help make the mortgage process easier!

INCOME:

  • Pay stubs from the last 30 days for each borrower
  • Past 2 years W-2's
  • Federal Income Tax Returns from the past 2 years

 

ASSETS AND LIABILITIES:

  • Copy of 2 months complete bank statements
  • Copy of most recent retirement and investment statement

PURCHASE ONLY:

  • Sales Contract for the new property and old property if applicable
  • Name of Real Estate Agent or attorney
  • Name of Real Estate Agent or attorney

 

REFINANCE ONLY:

  • Copy of your recent mortgage statement
  • Homeowners Insurance Agent information