Mortgage Application Checklist

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


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