MORTGAGE

Application Checklist

To assist you in your home buying process, we've included a list of documents that you will be required to provide to your Mortgage Loan Officer for underwriting.

Mortgage Application Checklist:

  • Copy of driver’s license for all applicants
  • Most recent two years’ personal tax returns with all supporting schedules
  • Most recent year-to-date pay stub covering a 30-day period
  • Two most recent statements of checking and savings accounts (all pages)
  • Two most recent statements of investment and retirement accounts (all pages)
  • Recent mortgage statement
  • Contact information for your homeowner’s insurance agent
  • For a purchase:
    • Signed purchase contract
    • Realtor contact information

Note: Depending upon the loan program you select, more or less documentation may be required.