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Loan Checklist

The home loan process takes time but you can help streamline the process by bringing the following items with you when you meet with your Mortgage Loan Officer:

Loan Checklist
  • Paycheck stubs for all borrowers from the last 30 days*
  • W-2's for all borrowers from the last 2 years*
  • Tax returns for all borrowers, including forms, form the last 2 years
  • Bank statements, savings and checking, from the last 2 months
  • Copy of Driver's License for all borrowers
  • Copy of purchase agreement
  • Divorce decree - including all pages*
  • Bankruptcy discharge papers*
  • Explanation letter for late payments, collections, etc.*
  • Copy of all pension statements, "award" letter, etc.*
  • Copy of Social Security annual "award" letter, statement, etc.*

*If applicable

 
 

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