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The following
is a list of typical items needed for your mortgage application.
These items are are needed depending upon type what type
of mortgage you're interested in and your ability to
provide them can greatly speed your application process.
If you have a
question, contact John Shellington or
click through to the Pre-Approval section
of this site.
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Employment
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| ____ Name and address of
employers for the past two years |
| ____ Copy of pay stubs
for the previous 30 days |
____ Copy of last two years
w-2 forms
(if commissioned or paid by
1099, copy of last two years complete tax returns) |
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Self-employed
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____ Copy of last two
years tax returns (personal and corporate);
year to date P&L and Balance Sheet through the
most recent quarter |
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Liabilities
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| ____ Name and account numbers
for all revolving and installment accounts |
| ____ Name and account number
for all mortgage loans for the previous two years |
| ____ Name and address for
landlords for the previous two years |
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Assets
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| ____ Name, address, and
account number for all bank accounts |
| ____ Name, address, and
account numbers for all brokerage accounts |
| ____ Copies of statements
covering last 3 months on asset accounts |
| ____ Copy of most recent
statement for 401K, Savings Plan, etc. |
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Miscellaneous
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| ____ Copy of driver’s license
and social security card |
| ____ Copy of fully executed
divorce decree if applicable |
| ____ Copy of signed earnest
money contract |
| ____ Copy of lease agreements
on rental properties |
| ____ Veterans! Copy of
DD 214 and Eligibility Cert. if you have it |
| ____ Check for the cost
of your credit report and appraisal |