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The following information is usually required during the loan process along with the completed mortgage application: Income Documents - W2 Forms for the previous two years
- Recent pay stubs covering one month
- If you are self-employed, receive commission income or own rental property, include most recent two years’ tax returns with all schedules.
Assets - Most recent savings and checking statements covering a two month period
- Recent statement of your 401(k) savings plans, IRA’s,CD accounts, investment portfolio, money market accounts
Subject Property- Refinance - Copy of Homeowner’s insurance with the name and phone number of your insurance agent.
- Name of institution, account number and phone number of your present mortgage holder(s).
- Contact information for your condo association (if applicable)
Subject Property-Purchase - Copy of sales contract with all parties’ signatures (not required for pre-approval)
Other - Copy of valid driver's license
- If divorced, please provide copies of your recorded divorce decree
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