Mortgage Loan Check List

Items to bring

Please bring in the following items to ensure fast accurate processing of your loan. 

1. W2’s (past 2 years)
Borrower
Co-borrower

2. Federal taxes (past 2 years)
Borrower
Co-borrower

3. Most recent monthly pay stubs
Borrower
Co-borrower

4. Most recent back statements
(3 months for all accounts)

5. Copies of all investment/401K accounts
Borrower
Co-borrower

6. Landlord information if applicable

7. Copies of last 12 months-cancelled rent checks. (Front & Back)

8. Drivers License

9. Copy of divorce decree (If applicable)

10.Copy of bankruptcy papers (If applicable)

11. Letter of explanation for derogatory credit or reasons for refinance.

12. Homeowners Insurance Provider/Address & Phone Number

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