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Information
to Bring to your Appointment
Listed
below are some standard items which are often needed for the processing
of your mortgage loan. Your
loan officer and processor may request additional information based
on your particular situation.
(If you cannot locate a particular item, please come to your
appointment regardless - we can obtain the document later if needed.)
For
all mortgages:
-
W2 forms for the past
two years
-
One month's pay stubs
(as recent as possible)
-
2 most recent months'
credit union and/or bank statements (all pages)
-
Most recent retirement
savings plan statement
-
Your checkbook (to pay
for the cost of the appraisal and mortgage credit report)
For purchases:
-
The
contract of sale for the home you are buying
-
The
contract of sale for any home you are selling
For refinances:
-
Your
most recent mortgage statement or payment coupon book
-
Your homeowner's insurance
declarations page, or agent's name and phone number
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Your deed, owner's title
policy and survey (if available - may save you money!)
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