Mortgage Checklist

The following information is usually required during the loan process:
Tax Returns & W2 (Full Document) - 2 years
Letter from Employer (VOE)
Pay Stubs - 1 month
Bank Statements - past 2 months
Recent copies of any stock brokerage or IRA/401K accounts statement.
Liabilities: Auto Loan, Credit Card, Student Loan, Other
Lease Agreements
Green Card (if applicant is green card holder)
Driver's License

Condo Survey
Condo Document: Master Deed, Unit Deed, Finance Budget, Declaration

New Purchase
Purchased & Sale Agreement

Copy of Property Deed
Mortgage Statement
Real Estate Tax Bill
Property Insurance Bill