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  • MORTGAGE CHECKLIST

    The following information is usually required during the loan process:

    Copy of driver's license
    Last two years W-2's
    Last two years 1040's
    Last two years business taxes for self employed
    Award letter for retirement/social security/disability, if applicable
    Bank statements for the past two months
    Investment account statements for the past two months
    Retirement account statements for the past two months
    Current pay stubs or, if self employed, your tax returns for the past two years

    If you currently own Real Estate:

    Copy of your mortgage statement for all liens
    Home insurance policy informaiton

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