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