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Checklist

 Mortgage Loans - What We'll Need to Serve You

Here is a basic checklist of items to start the mortgage application process:

  • Complete copy of the signed Purchase Agreement
  • W-2s for the past two years (or complete tax returns if self-employed - having at least 25% ownership in a business or receive commission)
  • Employer contact name and number for verification
  • Most recent pay stubs covering last 30 days
  • Last 2 months' bank statements of all checking, savings, and asset accounts (please bring all pages of each statement)
  • Certificate of Eligibility or DD214 for a Veterans's Administration loan
  • Photo ID, i.e., driver's license or military ID
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