Buying Checklist

BUYING CHECKLIST

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My goal is to help you get the best possible loan for your home. To expedite the process and to lock in the best rate, it’s important that you promptly provide the documents listed below.

    • PERSONAL INFORMATION
  • Loan Application & C.card Authorization – we can complete these together

  • Please have your  driver’s license AND social security card OR Passport on you, I’ll need to take a picture of these items when we meet

    (for all borrowers)

    • VERIFICATION OF INCOME
  • Pay stubs for the last 30 days – for all borrowers

  • Tax returns (1040) with all schedules for the past two years

  • W-2 and 1099 forms for the past two years

  • Additional income: Social Security Awards Letter, Pensions, Veteran’s Benefits, Alimony, Child Support, etc.

    • IF SELF-EMPLOYED, ALSO SUBMIT:
  • K1’s for the last two years

  • Business Tax Returns – for the past 2yrs.

    • ASSETS & DEBTS
  • 2 months most recent bank accounts (all pages-eben the junk/back end pages)

  • Most recent quartetly financial statements: i.e. Charles Schwab, Merrill Lynch…

  • Most recent quarterly investment statements: i.e. 401K, TSP

  • Most recent mortgage statement (for your current mortgage (s)]

  • A copy of your current home insurance policy

Click here to print this checklist.