Mortgage Checklist

The following information is usually required during the loan process:

  • Two years of tax returns

  • Two years of 1099 and/or W2 earnings statements

  • Last 30 days of paystubs

  • Copy of driver’s license or passport

  • Last two months of bank statements or any other asset account statements (investment accounts, retirement accounts, etc.) to verify funds needed for closing

  • Payment information for any loans to be paid at closing

  • Payment information for an appraisal order

If you currently own real estate:

  • Mortgage account information

  • Home insurance policy information

  • Home equity account information (if applicable)

Ready to apply?