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Document Checklist

Thanks for the opportunity to work with you on your mortgage financing needs.  Please see the list below for the items that we will typically need to help complete your loan file for underwriting.  If we need additional documentation based on your specific circumstances, your mortgage loan originator will be in contact with you to obtain these items.  Should your have any questions, please contact your mortgage loan originator.  Thanks again for the opportunity and we look forward to working with you!

  • Mother's maiden names for all borrowers (for security & verification purposes)
  • Color copies of your unexpired driver’s licenses and/or passport
  • Most recent 2 paystubs (covering a 30 day period)
  • Most recent two years of W-2's and 1099's as applicable
  • Most recent two years personal income tax returns (signed & dated) – please include all pages and schedules
  • Most recent two years business tax returns (signed & dated) – please include all pages and schedules for each entity in which you own 25% or more
  • All K-1's for any entity in which you have ownership interest
  • Year-to-date profit and loss statement for all entities in which you own 25% or more   
  • Most recent two months bank statements for all accounts (checking, savings, investment, retirement) – please include all pages
  • Most recent mortgage statement for all properties that you own or have ownership interest in
  • Evidence of taxes for all properties owned, including rental properties (recent property tax statement)
  • Evidence of insurance for all properties owned, including rental properties (homeowner’s policy declarations page showing policy effective dates and premium amount)
  • Evidence of HOA dues for all properties owned, if applicable
  • Lease agreements for all rental properties, if applicable 

If you are applying for a construction loan, please provide a copy of your building plans (electronic PDF acceptable), cost breakdown, description of materials or specification sheet, and contract with your builder.

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