Mortgage Checklist

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The following information is usually required during the loan process:The following information is usually required during the loan process:

Application Form

Two Years Tax Returns

Two Years W2s

30 Days' Pay-stubs

Two Months Bank Statements

ID & Social Security Card

If you currently own Real Estate:

Mortgage Statement

Home Owners Association Statement

Home Owners Insurance Statement

Home Equity Statement (if applicable)

If self-employed year to date profit & loss statement plus signed returns for last two years

Other possible documents needed based on a case by case basis:

Proof of pension income

Social Security and disability payments if applicable

Dividend earning

Child support or alimony payments (optional for you to disclose)

Other assets to include stocks, bonds and life insurance

Mortgage statements for investment real estate owned (lease agreements if applicable)

Copy of purchase contract (new purchase only)