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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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