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Mortgage Application Checklist

In order for us to process your loan in a quick and timely manner, please provide the documents below.

Mortgage Application Checklist

Verification of Employment and Income 

  • Personal tax returns for past two years, including all schedules and W-2s

  • Paycheck stubs for most recent 30 days

  • Retirement and/or Social Security Award letter(s) for most recent year

  • Bank statements, all pages even if blank, for past two months or last quarter

  • Tax bill, homeowner’s insurance policy and mortgage statement for all real estate owned

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If Self-Employed

  • Business tax returns for past two years, including all schedules
  • Year-to-date profit and loss statement
  • Current balance sheet

If You Are Purchasing

  • Fully executed purchase agreement including addendums
  • Copy of earnest money deposit check

If You Are Refinancing

  • Copy of warranty deed, if available
  • Copy of title insurance policy, if available
  • Survey, if available
  • Homeowner’s insurance policy
  • Flood insurance policy, if applicable

If Mobile Home Loan

  • Copy of driver’s license
  • Mobile home titles

If Applying for a Construction-to-Permanent Loan

  • Plans, specs, and details of all costs, provided by builder
  • Copy of construction contract
  • Copy of deed and/or owner’s title insurance policy of property is owned

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