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Initial Mortgage Loan Document Checklist

Loan Document Checkist

Supporting Documentation

Most recent 2 Pay Stubs from all employment 

 

Most recent 2 months of bank statements for all borrowers

 

Most recent 2 years individual tax returns 

 

Most recent 2 years form W2s, 1099s and/or K1s

 

Most recent 2 years business tax returns ONLY if you are self-employed, if you own other real estate or if you received commission income.

 

Copy of all current mortgage statements for all real estate owned

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Evidence of hazard and flood insurance for all real estate owned

 

Valid Identification (i.e., driver's license, passport, visa, state ID, etc.)

 

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