LOAN APPLICATION CHECKLIST
Any information you provide us through our website is 100-percent secure and private. We don’t share client info with anyone, except with your explicit permission. We ask because providing your information to mortgage lenders can help your chances of being approved for a home loan with the lowest interest rate possible. In turn, those mortgage lenders are bound by federal law to keep your information secure, as well.
What kind of information will we need in your mortgage application?
W2 Employees
Pay stubs (last 30 days) W-2s (last 2 years) Copies of govt issued IDs Bank statements: (last 2 months)
Self Employed
Business bank statements (last 3 months) Business tax returns (last 2 years) Federal tax returns (last 2 years) P&L Statement W-2s, 1099, K1 (last 2 years) Copies of govt issued IDs Bank statements (last 2 months)
Retired
Federal tax returns (last 2 years) Investment/Retirement Statement Social security award letter W-2s, 1099, K1 (last 2 years) Copies of govt issued IDs Bank statements: (last 2 months)