Mortgage Checklist

  The following information is usually required during the loan process for a home purchase:

  • A copy of your Social Security card and drivers license
  • Pay stubs for the past month and W2’s from the past two years.
  • Your complete and signed tax returns for the last two years
  • Bank statements for the past two months (all pages)
  • Investment account statements for the past two months (all pages)
  • Retirement account statements for the past two months (all pages)
  • Monthly debt/liability account information

 For a refinance, we will also need a copy of the following:

  • Mortgage account information
  • Homeowner’s insurance policy information
  • Home equity account information (if applicable)
  • Survey
  • Deed and owner’s title insurance policy
  • Most recent property tax bill

 

Click here for printable mortgage forms.

 

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