What Documents Will We Need?

In order to apply for a new mortgage, we will ask you to provide us with some documentation that we will need for the mortgage loan process. We will request a copy of your credit report from a credit agency and will verify the information provided in your loan application.

Be prepared to provide:

  • Social Security numbers for all borrowers


  • Copies of CHECKING and SAVINGS accounts statements for the past 2 MONTHS


  • Evidence of other ASSETS such as STOCKS, BONDS, or 401K




  • W-2 FORMS or INCOME TAX RETURNS for the past 2 YEARS


  • The NAME and ADDRESS of your EMPLOYER


  • RESIDENCE HISTORY for the past 2 YEARS


  • SALES CONTRACT for the purchase of a new home


  • HOMEOWNER’S ASSOCIATION information (if applicable)
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