We want to help guide you through the mortgage process. Below is a checklist of the standard information needed by most lending institutions. Some items may vary, but this checklist is a great place to start and to use as a reference. For your convenience, print this page and check off the items that have been completed.
| ____ | Appraisal fee, credit report, and application fee collected at application. |
| ____ | Landlord information if applicable (past 12 months cancelled checks). |
| ____ | Social Security numbers for all borrowers. |
| ____ | W-2 forms from past two years for all borrowers and all jobs. |
| ____ | Most recent pay stubs for the last 30 days showing YTD income. |
| ____ | Bank statements from the last three months for all accounts, all borrowers and all funds. Also indicate any life insurance, retirement funds, real estate owned and any other assets. |
| ____ | Copy of all earnest money deposits (front & back). |
| ____ | A list of all creditors, including their complete addresses, account numbers, balances due and minimum monthly payments for each one (include present mortgage if applicable). |
| ____ | Contract of Sale for property to be purchased (Deed if refinance) and contract or deed for land (if construction loan), whichever is applicable. |
| ____ | Listing. |
| ____ | Leases if applicable. |
| ____ | If not established at current residence or employer for two years, have the complete names and addresses for all prior residences and employers. |
