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Mortgage Checklist

The following information is usually required during the loan process:

  • Picture ID
  • Social Security Card
  • Paystub (last 30 days)
  • W2’s last two years
  • 1099’s last two years
  • 1040’s last two years (all pages)
  • Bank statements last two months

If you currently are a business owner:

  • Business Tax Returns last two years ( all pages)
  • K1’s last two years
  • Business bank statements

If you currently own Real Estate:

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