Application Checklist

Below is a list of documents that are required when you apply for a mortgage. However, every situation is unique and you may be required to provide additional documentation. We will work with you to help you stay organized for a smoother transaction.

Pre-Lending Package

Things Not To Do when Buying a Home

Financing Checklist

Your Income

• Copy of your pay stub(s) covering the last 30 days
• Copy of your W-2 forms for the last 2 years
• Last 2 years federal income tax returns with all schedules
  Asset Info
• Copies of bank statements (all pages) for the past 2 months for all accounts including 401k, IRA, investment, stock, and mutual funds

NOTE: Above asset statements must contain every page. Underwriting will not accept
any statement with missing page(s).

• Copy of current driver’s license (front and back)
• If not a U.S. citizen, a copy of your green card. (front and back)
• If you have a rental property, provide a detailed list of each property address, current mortgage statement(s), lease agreement(s), property tax information or tax bills, home owner’s insurance information of each property, and monthly rents.
• Signed copy of divorce decree (if applicable)
• Proof of income from child support or alimony (if applicable)
• Pension statement or social security award letter (if applicable)