To help you prepare for your Home Mortgage Loan Application, the
following checklist outlines the basic items/information needed to
process your application:
- Social security number
- Place of residence (Residence history over the
last two years)
- Proof of employment and income (Employer
history over last two years, recent paycheck stub and copies of
W-2's for the last two years)
- Bank account information (Copies of checking
and savings account statements over the last 3 months)
- Copies of quarterly or semi-annual statements for
checking, savings, IRA's, CD's, money market fund, stock, 401k,
profit sharing, etc.
- Tax documents (Tax returns for the last two
years)
- Drivers license
- Refinance Copy of Note, Deed of Trust, Settlement
Statement, Survey, and Insurance information
- Copy of sales contract when ratified
- Self-employment documents (If self-employed,
items include balance sheets, profit-and-loss statements, and
federal tax statements for the last two
years.)
Note: Additional documentation may be requested during the
underwriting process as a result of information contained in the
documents provided.
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