Mortgage Checklist     

Having this information ready will help make the mortgage process easier! 

 

INCOME:

• Pay stubs from the last 30 days for each borrower
• Past 2 years W-2's
• Federal Income Tax Returns from the past 2 years

 

ASSETS AND LIABILITIES:

• Copy of 2 months complete bank statements
• Copy of most recent retirement and investment statement

PURCHASE ONLY:

• Sales Contract for the new property and old property if applicable
• Name of Real Estate Agent or attorney
• Name of Real Estate Agent or attorney

 

REFINANCE ONLY:

• Copy of your recent mortgage statement
• Homeowners Insurance Agent information