Learning Center

Loan Checklist

Copy of payment coupon for your current mortgage.
Photo ID for all borrowers (driver’s license).
Tax Returns for previous 2 years – all schedules.
W/2 forms for all jobs, and all borrowers, for the past 2 years.
2 most recent paystubs (30 days of activity) for all borrowers.
Bank statements covering 30 days of activity.
Name of insurance company, agent, policy number and phone number.
Name and phone number of the person who can verify employment at your place of employment.
Name and phone number of title company if you have a specific title company to close your loan.

Copy of executed sales contract.
Copy of payment stub for your current mortgage.
Photo ID for all borrowers (driver’s license).
Tax Returns for previous 2 years – all schedules.
W/2 forms for all jobs, and all borrowers, for the past 2 years.
2 most recent paystubs (30 days of activity) for all borrowers.
All Bank statements needed to show the funds necessary to close. 30 days of activity on each account.
Name of the insurance company and insurance agent you will be using for home owners insurance.
Name and phone number of the person who can verify employment at your place of employment.
Name and phone number of title company if you have a title company to close your loan.
Copy of your earnest money deposit check given to Realtor. We’ll need proof it it clearing your account.
Name, phone number and email address of your Realtor(s).