What Paperwork Will We Need?

​

In order to apply for a new mortgage, we will ask you to provide us with some documentation that we will need for the mortgage loan process. We will request a copy of your credit report from a credit agency and will verify the information provided in your loan application.

 

Be prepared to provide us with:

• Social Security numbers for all borrowers

• Copies of CHECKING and SAVINGS accounts statements for the past 2 MONTHS

• Evidence of other ASSETS such as STOCKS, BONDS, or 401K

• Recent PAYCHECK STUBS

• W-2 FORMS or INCOME TAX RETURNS for the past 2 YEARS

• The NAME and ADRESS of your EMPLOYER

• RESIDENCE HISTORY for the past 2 YEARS

• SALES CONTRACT for the purchase of a new home

• HOMEOWNER’S ASSOCIATION information (if applicable)