Mortgage Checklist

What You'll Need...

Purchasing:

Copy of one current pay stub, per borrower, reflecting current and year to date earnings
Copy of 2 years W-2 forms
Copies of account statements for last 1 month (bank, savings, retirement, investment)
Final real estate sales contract (signed by both parties)
Copy of most recent 2 years tax returns (if self-employed, Missionary, or using 1099, K1, or Social Security income)

Copy of one current pay stub, per borrower, reflecting current and year to date earnings
Copy of 2 years W-2 forms
A copy of your real estate taxes statement (must show assessed value)
A copy of your homeowner's insurance policies declaration page (must show coverage of dwelling)
A copy of your most recent mortgage statement
Copy of Trust if property is in a trust
Copy of most recent 2 years tax returns (if self-employed, Missionary, or using 1099, K1, or Social Security income)

Copy of one current pay stub, per borrower, reflecting current and year to date earnings
A copy of your most recent mortgage statement
A copy of your homeowner's insurance policies declaration page (must show coverage of dwelling)
Copy of Trust is property is in a Trust
Copy of most recent 2 years tax returns (if self-employed, Missionary, or using 1099, K1, or Social Security income