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Mortgage Checklist

The following items are generally required during your loan process:

  • Copies of most recent one month paystubs
  • Complete copy of most recent two years 1040'2 and w2 forms
  • Copy of Contract of Sale (purchase only)
  • Bank account statement for 2 months
  • IRA/retirement account statements
  • Current mortgage statement (refinance only)
  • Homeowners Insurance/policy copy
  • Name and contact phone for attorney
  • Name and contact phone number for realtor
  • Listing of all creditor and account information

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)

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