Mortgage Checklist
The following information is usually required during the loan process:
- Current pay stubs and W-2s for the past two years or, if self employed, your signed tax returns for the past two years
- Bank statements for the past two months
- Investment account statements for the past two months
- If you are selling a house, a copy of the Contract of Sale for the house being sold
- Purchase transactions - Fully executed Contract of Sale for the house you are buying
- Refinance transactions - Copy of the Deed to the property that you will be financing
- Copy of your Homeowner Insurance Policy
- Retirement account statements for the past two months
- If you receive Social Security a copy of your most current yearly award letter



