Mortgage Checklist

The following documentation is usually required during the loan process:

  • 2 most Current pay stubs, w2's and tax returns for two years
  • If self employed, your personal and business tax returns for the past two years
  • Current year to date Profit and Loss Statement and Balance Sheet(if Self Employed)
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
  • Current real estate tax information

*Other additional items maybe be required upon review of your loan application.