Mortgage Documentation Checklist

The following information is required to process your mortgage application:

Required Documents for All Borrowers

  • w-2′s – Last 2 years
  • Last 30 days of Pay Stubs
  • Last 2 months Bank, CD, IRA, Stock, Mutual Fund, 401K Statements
  • Statement of Service or DD214 (VA Borrowers)
  • Copy of divorce decree(s) (if applicable)

For Self-Employed Borrowers the following is also required:

  • 2 years personal and business tax returns along with supporting schedules

For Refinancing Borrowers the following is also required:

  • Note, Deed of Trust, and Title Policy
  • Homeowners Insurance Contact Information

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