Loan Checklist

The following items may be critical to your loan being completed in a timely manner. Please provide them if they apply to you.

Tip – When providing documents please provide ALL pages of your documents:

  • (2) most recent Pay Stubs for the last 30 Days for all borrowers (if applicable)
  • (2) Years most recent W-2’s for all borrowers (if applicable)
  • (2) Years most recent Tax Returns (personal and Business) for all borrowers **Including ALL Schedules /ALL pages
  • (2) Months Bank Statements (savings and checking) Including ALL pages
  • Copy of (ID) Driver’s License for all borrowers
  • Copy of current homeowner declarations or Insurance Agent’s Contact info
  • Copy of current months mortgage statements for all properties you own (if applicable)
  • Copy of Purchase Agreement (once received)

(if applicable)

  • Copy of Divorce Decree, including all pages (if applicable)
  • Copy of Bankruptcy discharge papers (if applicable)
  • Explanation Letter (for late payments, collections, etc.)
  • Copy of all Pension Statements, “Award” Letter, etc. (if applicable)
  • Copy of Social Security Annual “Award” Letter, Statement, etc. (if applicable)

Thank you for trusting me and my team with your home financing needs.

Do you have questions? call us 480.553.8770

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