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Mortgage Checklist


  • Income Documentation - Current pay stubs for the most recent 30 days.
  • Personal Tax Returns / W2's for the most recent two years.
  • For Self Employed Borrowers - Business Returns for the most recent two years.
  • Asset Documentation - Bank statements for the most recent two months.


If you currently own Real Estate:


  • Current Mortgage Account Statements for all Real Estate owned.
  • Home Insurance Policy Information
  • Current Rental Agreement (if applicable)
  • Home Equity account information (if applicable)