Mortgage Loan Application Checklist

  • morgageapplicationCopy 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.

Also read Questions For Your Lender.