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Loan Checklist

  • XEROX COPIES OF THE ITEMS BELOW ARE ACCEPTABLE:
  • Photo ID – Driver’s License or Passport;
  • Copy of your Social Security Card;
  • W-2 forms – past 2 years;
  • Tax Returns – past 2 years signed tax returns complete with all schedules;
  • Pay stubs – past 30 days;
  • Bank Statements – past two months statements, all pages. 
  • Other Assets (401(K), IRA, stocks, etc.) – most recent statement – all pages;
  • Homeowner’s Insurance Agent – Name, Address, Phone, Fax, & E-Mail
  • Credit Card Info – to order the Appraisal
  • If Refinance -  Mortgage Note, Deed, Taxes, Homeowner’s Insurance Declaration Page;
  • If Currently Renting - Landlord’s name, address, & phone# for the past 2 years;
  • If Currently Renting - Cancelled Rent Checks for the last 2 years;
  • If Social Security Income – Social Security Award Letter & copy of most recent Check;
  • If  you are a Veteran -  DD214 & Certificate of Eligibility.