Documentation Request Checklist

mortgage loans Documentation-Request-Checklist

An important step in ensuring that your loan process goes smoothly is the gathering of essential documents. Click the link below to use our checklist to keep track of the documents needed.

Last two years federal tax returns with all schedules and W-2 forms.
Most recent 30 days of pay stubs.
2 most current bank statements.
1 most recent statement Stocks, bonds, 401K, pension.
Driver’s license, resident alien card and social security card. (Resident card, only copy both sides)
Promissory Note (Mortgage closing package)
Current Mortgage Statement
Taxes and Insurance