Loan Application Checklist

Applying for a mortgage loan will require you to submit some paperwork. Having the necessary documents in order allows us to process your application as quickly as possible. We have provided a typical checklist of what you’re going to need to apply for most types of mortgages (some home loans require additional documentation), and area always available to answer any questions you might have:

  • W2s (past 2 years)
  • Most recent paystubs (past 30 days)
  • Names, addresses and phone numbers of employers (past 2 years)
  • Bank statements for all checking, savings, mutual funds, 401K accounts (past 3 months)
  • Other real estate you own, including addresses, annual taxes, insurance, plus leases and tax returns related to any rental income (past 2 years)
  • Green Card (if applicable)
  • Sales Contract or Purchase Agreement
  • If self-employed, 2 years’ tax returns (and all schedules and year-to-date profit and loss)
  • Copy of Divorce Decree or separation agreement (if applicable)