top of page

Loan Application Checklist

Items & Information Needed for All Mortgages

Photo ID

Driver License or State Issues ID

Bank Statements

2 Months of statements for all asset accounts. (All Pages of each statement)

Pay Stubs

Most recent 30 days of paystubs. 

W2's

2 Most Recent Years 

Personal Tax Returns

2 Most Recent Years of Tax Returns Including all Schedules and Worksheets

Business Tax Returns

If You are a 25% + Owner of a company. 2 Most Recent Years of Tax Returns Including all Schedules and Worksheets

TBD

Click here to edit the text and include the information you would like to feature.

TBD

Click here to edit the text and include the information you would like to feature.

bottom of page