Mortgage Loan Application Checklist

Refinance and 2nd Mortgages

• 2 Recent Pay stubs
• Last 2 years W-2 forms
• Self Employed-Last 2 years Personal and
  Corporate Federal Income Tax Returns
• Last 2 Months Bank Statements
• Statement(s) for 401K, Stocks, Bonds
• Homeowners Insurance
• Current Mortgage Statement(s)
• Copy of Warranty Deed
• Copy of 1st Mortgage “NOTE”

Purchase

• Purchase Contract with all signatures
• Realtor and/or Sellers information
• Landlord Information if your are currently renting
• Mortgage Information if you currently own a home
• 2 Recent Pay stubs
• Last 2 years W-2 forms
• Self Employed-Last 2 years Personal and Corporate Federal
  Income Tax Returns
  
• Last 2 Months Bank Statements
• Statement(s) for 401K, IRA, Stocks, Bonds
• Your Insurance Agent info