Mortgage Application Checklist

Copy of your Purchase & Sale Agreement

Your present mortgage information

Two year history of employment and verification of all income sources

If self-employed, copies of past two years Federal Income Tax Returns

Information about your checking, savings and credit card accounts

Name, account number and outstanding balance of each of your debts

Application deposits

Information about any assets

Information regarding any other assets that will be used as funds to close

If FHA - Copy of Social Security card and photo ID

If VA - Certificate of Eligibility or DD214

If Employee Relocation Client - include relocation information and copy of offer, promissory note and copy of check on bridge loan