Mortgage Checklist

 

IDENTIFICATION

■ Driver’s License

■ Social Security Card

■ Mother’s maiden name (for credit report)

CURRENT BANK STATEMENTS (ALL PAGES)

■ Checking and savings statements (2 months)

■ Stocks, funds, and securities statements

■ Money  markets and CD’s

income/employment (sign applicable)

■ Complete 2-yr employment history

■ Pay stubs covering at least 30 days

■ Retirement/Social Security income

■ W-2 and/or 1099 forms (2 years)

Federal tax returns: all schedules (2 years)

■ Business tax returns—if self-employed (2 years)

■ YTD Profit and Loss statements— if self-employed

property

■ Mortgage statements for 1st and 2nd mortgage

■ Homeowners insurance contact information and/or quote

■ Property bill

■ Homeowners Association Dues statement

refinancing

■ Mortgage note for the loan you are refinancing

■ Owner’s Title policy and survey

special circumstances (if applicable)

■ List of properties you own with addresses

■ Landlord contact information

■ Bankruptcy papers

■ Divorce or separation decree with alimony and child support information


Agent

Laurie Schultz

Laurie Schultz

Phone734-649-3679

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